Latest / Make It Personal Podcast
The Lie You’ve Been Told About “Playing It Safe” with Your Money | EP 47
Want to retire together on your timeline and still build generational wealth? This episode breaks down a real couple’s plan, cars, handbags, pension choices, and all, to show exactly what works. For professionals who earn well but want a coordinated retirement plan that actually lasts.
What You’ll Learn / Highlights
→ The simple math behind a 7-year retirement target, and why “savings only” falls short.
→ How to shift from high-yield saving to true ownership (investing with purpose vs “dabbling”).
→ The hidden risk of single-life pension choices and how to protect a younger spouse.
→ Why…
The skinny
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