Truth and Lies About Retirement Planning with Jude Boudreaux

WHAT DO I REALLY NEED TO KNOW ABOUT RETIREMENT
PLANNING?


This week I sat down with fellow financial planner and CFP, Jude
Boudreaux.


Jude is a Partner with The Planning Center. Previously he founded
Upperline Financial Planning in 2010, and has been involved in
the planning industry for 17 years. His personal mission is to
help others live their lives on purpose. He lives in New Orleans
with his patient and understanding wife Karen and kids Lucy and
Charlie.


HERE'S WHAT YOU’LL LEARN FROM THIS EPISODE:


The biggest misconception people have when it comes to
thinking about their retirement

What financial independence has to do with retirement and the
choices you make for you future

How you can begin thinking about and envisioning your
retirement

Why it's important to have a next phase

The changes you can make today when you start reflecting on
your future and how the choices on the margin will impact how
successful you are in reaching your goals

How to plan around your money past, money present and money
future

Why it's important to have financial mentors and what
informational interviews can do for you

The power of story in effecting change in your life

How often retirement goes exactly how you imagine and plan
and what a good outcome looks like

Why it's important to try on experiences before committing

Whether you should have a specific age to focus on for
retirement

What family health and longevity has to do with your
retirement plan

Whether of not you should count on Social Security



LINKS WE MENTIONED ON THE SHOW:


The Planning Center

George Kinder's 3 Questions

Chip and Dan Heath