Episode 21: Giving up the day job - how much is enough?

In this week’s episode we discuss: -our personal journeys: Steve and Pete -the 9 different personality types and your underlying money motivations -typical spending patterns in middle age -how your spending patterns might change in retirement -our ‘3 Wells of Wealth’ model -Well 1 (living) – because expenses compound negatively -Well 2 (lifestyle) – medium-term liquid investments in stocks, bonds, and cash -Well 3 (legacy – compounding long term) -the 4Fs model: finding your route to happiness in retirement -designing your ideal day and lifestyle -our parents’ generation: the pension, annuities etc. -changing life expectancy -the kids and leaving a legacy Thanks for listening! Download a free chapter from our book ’Low Rates, High Returns’ https://www.lowrateshighreturns.com/book Pete Wargent https://www.petewargent.com/ https://www.linkedin.com/in/pete-wargent-37228322/ Stephen Moriarty https://twitter.com/SGM63