Reimagine Retirement w/ Bryan Huhn
episode
Wealthy After 40: Retirement Planning and Budgeting for Gen X
24 min
2 speakers
2 chapters
transcribed 1 month ago
Transcript
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Transcript generated automatically by AI and may contain errors.
What is the main topic discussed in this episode?
In this bonus episode, my guest is Brian Hewn. We dive into purpose in retirement life, how that can lend to a different style of retirement. And we also learn from Brian, a way to think about retirement differently. I'm excited to share his thoughts and ideas with you. So stay tuned. Welcome to Wealthy After 40, where I help you turn retirement uncertainty into a clear, actionable plan. If you're thinking about retirement but feel unsure whether it's even possible, I understand. The gap between where you are now and where you want to be can feel overwhelming, but it doesn't have to. Hi, I'm Dailene Higgins, founder of Elevate Finances and your personal financial coach. Having retired at the age of 50 and have enjoyed over two years of retirement bliss, I'm here to help you create your retirement dream and make it a reality.
No more wondering, no more guessing, just taking action and building a future for yourself. Join me each week as I guide you through essential topics such as budgeting, cashflow, lifestyle planning, debt and savings, insurance, Medicare, and social security. Together, we'll build a strategy to help you achieve the retirement you've always desired. It's time to shift from uncertain to unstoppable and make your retirement dreams a reality. Are you confident that you're on track for retirement or does the uncertainty keep you up at night? If you've ever wondered, how much do I really need to retire? Am I saving enough or am I behind? What should I be focusing on right now to make sure I'm ready for retirement?
The Retirement Ready Boot Camp is a three-day experience designed to give you those answers. We'll cover what it means to be truly retirement ready, how to create a retirement lifestyle that aligned your purpose and your finances, and how to determine if you have enough or what to do if you don't. You don't have to be alone on this retirement planning journey. Join me in the Retirement Ready Bootcamp and gain the knowledge and confidence to make your retirement possible. Link to register is down in the show notes or visit my website at elevatefinances.us. Excited to see you in the bootcamp. Brian, welcome to the episode. I'm excited to chat all things retirement, but also all things about purpose and life.
Before we dive into that, share who you are, what you do, and how you help people.
Yeah, thanks, Daylene. My name is Brian Hewn. I spent most of my career, a little over a decade, well, my entire career in the wealth management industry, a little over a decade of that was working for different fund companies. So I would go in and act as a consultant to financial advisors at a lot of the big Wall Street firms, Merrill Lynch, Morgan Stanley, those kind of places. and educate them on different types of investment solutions that they can use with their clients. And I did that, like I said, for a little over a decade. And then I spent a couple of years directly working with high net worth investors, primarily retired investors that basically retired and needed to live off of their assets.
I did that for a couple of years for one of the largest registered investment advisors in the world. And then I think we'll get into my story a little bit. But then I had some things go on in my personal life that caused me to course correct a little bit. And now I run my own business, really trying to help other people to benefit from the experiences that I've had throughout my life. I didn't enjoy the work I was doing for the most part. in corporate America, you know, I go so far as to say that it made me miserable. Although now I realize there are a lot of other things that contributed to that as well. But working that corporate grind certainly was a big factor in that. And now I'm doing work that I'm not worried about how much money I'm making anymore.
Like, I'm just kind of worried about covering my bills, meeting my family's financial goals. And if we make more than that, then that's kind of bonus. But I just want to be able to wake up every day and continue to do this work that I really enjoy doing and help the people that I'm helping.
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Chapters
2 chaptersSpeakers
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