Category: News

Pete Tychsen discusses the importance of time bucketing in retirement   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-time-bucketing-in-retirement/ Pete Tychsen, president and founder of Preservation Financial Group, to discuss the innovative concept of time bucketing in retirement. Pete emphasizes the importance of structuring one’s time during retirement to enhance enjoyment and fulfillment. He references Bronnie Ware’s book, The Top Five Regrets of the Dying, highlighting key regrets from those nearing the end of life. The first regret reflects a desire for authenticity, as many wish they had lived…

Pete Tychsen discusses having a retirement income plan in writing  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-having-a-retirement-income-plan-in-writing/ Pete Tychsen, the president and founder of Preservation Financial Group. They discuss the importance of having a retirement income plan in writing, emphasizing that while knowledge is powerful, it needs to be put into action to be truly effective. Pete shares a compelling analogy about climbing Mount Everest, illustrating that the goal of a retirement plan isn’t just about reaching financial milestones, but also about ensuring a safe and…

Kimberly Jamieson discusses how essential comprehensive financial planning is for physicians, who face unique financial challenges and opportunities due to the demand and dynamics of their profession. Here’s why it matters so much and how it can support a physician’s financial well-being at every career stage.  Many physicians begin their careers with significant student debt from medical school, which can delay their financial milestones compared to other professionals. Comprehensive planning provides a strategy to manage and pay down this debt efficiently while balancing other goals, such as purchasing a home…

Ron Roberts discusses highlights of longevity planning for retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-longevity-planning-for-retirement/   Ron Roberts, founder and CEO of Roberts Retirement Group, about the essential topic of longevity planning in retirement. With over 35 years of experience in financial services, Ron shares his journey into the industry, sparked by a friend’s success in financial planning. The conversation delves into the importance of adapting retirement strategies to account for increasing life expectancies, emphasizing how better health and lifestyle choices contribute to longer lives.  …