View Single Post
Old 05-13-2009, 02:50 PM   #2
MoneyGuy
Franchise Player
 
MoneyGuy's Avatar
 
Join Date: May 2006
Exp:
Default

Hey, I'm probably your perfect person to ask. I'm in my...let's say I'm over 50 and leave it at that. Plus, I'm a financial planner who has lots of clients over 45, as well. I talk to these people about objecives and their money so I'm well acquainted with how over-45s feel about these things.

I'll post my objectives:

1. To grow my money at an above-average rate or return.
2. To create the best retirement lifestyle for my wife and I within the next 15 years-plus (I plan on working for a long time yet).
3. to provide a lasting legacy for my children and yet-unborn grandchildren and to assist them financially and otherwise during my lifetime and afterward.

My objectives are a bit different than my typical over-45 client because I'm a little more aggressive than most of them are. I could tell you how other over-45s think, if you like.

In retirement I plan to travel lots, work part-time in my current business and spend time reading and learning (I enjoy lifelong learning).

My best times to attend something like this would be weekday noon-hours or Saturday morning.

I've actually done seminars like this as part of my financial-services practice. If you want advice on this, PM me. I can also give you an idea of how 45s-plus think about this. I doubt there are too many people here over 45, probably a few but not a whole lot. I'll send you a PM. Good luck.
MoneyGuy is offline   Reply With Quote