In this week’s episode of Retire in Texas, Darryl Lyons, chief executive officer and co-founder of PAX Financial Group, dives deep into the essential tools and strategies for successful pension planning with guest Jacob Campbell, a Certified money planner at PAX. Join Darryl and Jacob as they explore the quantitative and qualitative aspects of money planning, ensuring you’re well-prepared for your future.
Today’s show highlights include:
Jacob shares his experience with the rigorous CFP exam, highlighting the dedication required to achieve this prestigious certification.
Why “pivoting” is a more accurate term than “retirement,” and the importance of having a purpose beyond leaving the workforce.
Discover how tools like Honest Conversations and MoneyMind help align financial plans with personal values and priorities.
An in-depth look at Money Guide Pro, its features like the Play Zone, and the importance of accurate data inputs and Monte Carlo simulations in forecasting retirement success.
Jacob’s perspective on measuring success in retirement and the freedom to make choices that align with personal goals and values.
If you enjoyed today’s episode, make sure to leave a comment and share the show with a friend!
Disclaimer:
If you own the YouTube channel related to this video and do not want it to be featured here, you can contact us through our contact page. We will gladly remove it without questioning your reasons.