Monthly Archives: July 2019

Episode 13 – 7 Scary Retirement Stats



While this topic isn’t for the faint of heart, knowing these seven stats will help you plan for a secure retirement.

In today’s episode, Sam Legaspi and Koz Tsukamoto uncover seven scary retirement statistics that will move you to take action. This is your chance to learn from other people’s mistakes and plan for a happy retirement.

In this episode, you will learn:

  • Some of the changes that may occur with Social Security in the next few years
  • Whether or not Social Security is 100% taxable
  • Why the average age of retirement is scary
  • The dangers of withdrawing money from a retirement plan if you’re under 59 years old
  • The numbing yearly cost of health care
  • Why it is important to budget for fun
  • And more!

Tune in to learn what these scary stats are and how you can put your best foot forward!

Resources:  Financial Liberty Project: 800-640-8105


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Episode 12 – Exploring Your Real-World Money Thoughts



How do you approach the everyday thoughts you have about your financial situation?

For Sam and Koz, it is diagnosis first. In today’s episode, they take some real-world thoughts that different people have about their finances and diagnose what the possible underlying issues could be.

In this episode, you’ll learn:

  • Why it is important to have a financial philosophy
  • How sticking to your financial philosophy when faced with distractions can help you stay on track with your goals
  • Common financial issues that people may misdiagnose 
  • Benefits of using the right tools to understand your financial questions
  • And more! 

Tune in to join Sam and Koz as they dissect real-world thoughts that people have about their finances.

Resources:  Financial Liberty Project | Phone number: 800-640-8105