Financial Fitness and Physical Fitness over 50 Are A Lot Alike: With Financial Planner Murs Tariq

Aug 10, 2021 | Podcast | 0 comments

Are you nervous about retirement? If you’re already there, are you enjoying yourself?

As much as we might want to focus just on exercise and diet, finances are a big part of our overall wellbeing, too. And for many people over 50, the thought of retiring can be stressful. Even if they have done what they need to, they still wonder — will it be enough? Will I be able to live how I want to live? Am I in good shape?

It sounds a lot like the conversations we have with ourselves and clients about exercise, doesn’t it? 

That’s not the only similarity. Financial fitness comes from making decisions based on values, sticking with them in general but being open to modifications, and remaining consistent over time.

How many trainers have given similar advice to new fitness clients?

I want to talk about financial fitness here from time to time And I thought a good way to start would be with a financial planner. Murs Tariq is partner at Peace of Mind Wealth Management In Raleigh, North Carolina, and co-host of the Secure your Retirement podcast.

We cover a lot of ground — on common fears, smart strategies, and concerns you might have as an entrepreneur about topics like succession planning. I hope you’ll find it thought provoking — and if you don’t have a retirement plan or someone to help you make one, there’s never a better time to start than now. 

Time Index

4:50 — Working and retirement have changed over the years
13:00 — Nobody’s going to do it for you
22:00 — The lingering fears
38:00 — Small businesses, succession planning, and unexpected turns
43:55 — Three Things I Like This Week

Resources and Links

Murs Tariq at Peace of Mind Wealth Management

Naamly — Support our advertiser, who helps you keep in touch with your members

Christopher Meloni, Men’s Health

OptometryTimes.com

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