Tag Archives: Financial Planning

Episode 12 – Exploring Your Real-World Money Thoughts

July 10, 2019Finance, retirementFinance, Financial, Financial Liberty, Financial Planning, Financial Solutions, Financial Strategies, Retire, Retirement, Sam Legaspifinanciallibertypodcast

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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

Episode 11 – Six Things That Should Make You Go “Hmm”

June 5, 2019Finance, retirementFinance, Financial, Financial Liberty, Financial Planning, Financial Solutions, Financial Strategies, Retire, Retirement, Sam Legaspifinanciallibertypodcast

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What exactly makes a person go “hmm” in the midst of financial planning?

Sam and Koz begin today’s episode by answering a listener’s question about retirement planning, and then they move on to discuss six things that everyone should pay attention to in their financial planning.

In this episode, you’ll learn:

Why you should increase your life expectancy to 100 when creating your financial plan
What turnover looks like in your portfolio and why you should keep it a minimum
How hidden fees in some investment vehicles can increase your costs
Why relying on a single investment is a bad idea
What it means to have a tax-efficient strategy

Tune in to have your own “hmm” moments as you learn six things to watch out for in your financial plan.

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

Episode 10 – The Science of Building a Portfolio

May 22, 2019Finance, retirementFinance, Financial, Financial Liberty, Financial Planning, Financial Solutions, Financial Strategies, Retire, Retirement, Sam Legaspifinanciallibertypodcast

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The process of building a portfolio isn’t like supergluing a model together. There is actually a science to it.

Today, Sam and Koz walk you through the metrics they use to build portfolios and explain what those metrics mean for you, as the investor.

In this episode, you’ll learn:

What the science of building a portfolio entails
What the water cooler mentality is and how it’s part of our human nature
Why some people find the science of portfolio-building difficult to understand
About each metric used to build portfolios and how they work individually
About the benefits of having these metrics in a portfolio

Tune in now to learn the science behind building a portfolio!

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

Episode 9 – 7 Facts That Can Destroy Your Retirement Vision

May 8, 2019Finance, retirement, UncategorizedFinance, Financial, Financial Liberty, Financial Planning, Financial Solutions, Financial Strategies, Retire, Retirement, Sam Legaspifinanciallibertypodcast

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According to statistics, retirement is not a life stage that many people are planning for.

Today, Sam Legaspi and Koz Tsukamoto discuss how people’s everyday choices can end up taking a bite out of their retirement vision. They also answer questions from workshop attendants about budgeting, pensions, and other not-so-obvious, but critical, retirement subjects.

In this episode, you’ll learn:

Effective strategies to gain control of your expenses
Whether you can actually rely on your pension
The overlooked detail that you must keep in mind about your pension
How understanding the ever-changing financial rules can positively affect your retirement vision
What a financial soulmate is and the importance of having one
The benefits of downsizing during retirement
And a lot more!

Tune in to this lively episode with Sam and Koz and learn how to protect your retirement vision!

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

Episode 8 – The Parallel Between Sports and Money

April 24, 2019Finance, retirement, UncategorizedFinance, Financial, Financial Liberty, Financial Planning, Financial Solutions, Financial Strategies, Retire, Retirement, Sam Legaspifinanciallibertypodcast

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How exactly are sports and money alike?

Sam Legaspi and Koz Tsukamoto paint a picture of how these two are similar. More interestingly, they relate it to retirement and highlight which behaviors can destroy this stage of a person’s life. Then, they take it a step further to discuss how you can nip these behaviors in the bud.

In this episode, you’ll learn:

Major factors that can destroy a person’s retirement
The importance of self-discipline in curbing damaging money habits
What the lottery effect and homeless effect are
How you might shortchange yourself in benefits by choosing bifurcation of divorce
And a lot more!

Tune in for another engaging and action-inspiring conversation with Sam and Koz!

Resources: Phone number: 800-640-8105

Episode 7- Test Your Retirement IQ

April 23, 2019Finance, retirementFinance, Financial, Financial Liberty, Financial Planning, Financial Solutions, Financial Strategies, Retire, Retirement, Sam Legaspifinanciallibertypodcast

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Today’s episode is inspired by retirees who’ve told Sam and Koz that they would definitely make changes if they could turn the clock back 10 years.

Join your hosts as they talk about your Retirement IQ. This is your chance to test your retirement intelligence and figure out what you might want to do before you actually retire.

In this episode, you’ll learn:

What the retirement IQ entails
How to raise your retirement IQ
Crucial questions you need to ask yourself in order to prepare for retirement
Actions you can take to become aware of your monthly living expenses
The importance of considering inflation effects when planning for retirement
And more!

Tune in now to test your Retirement IQ!

Resources: Phone number: 800-640-8105

Episode 6- The 10 Biggest Mistakes People Make With Their Money

March 27, 2019Finance, retirement, UncategorizedFinance, Financial, Financial Liberty, Financial Planning, Financial Solutions, Financial Strategies, Retire, Retirement, Sam Legaspifinanciallibertypodcast

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After many years in the industry, your hosts have heard countless stories — good and bad — about their clients’ money habits.

In this episode, Sam and Koz use these stories as inspiration to bring you the top 10 mistakes that people make with their money. These are the blunders that can make the difference between a successful retirement and an unsuccessful one.

In this episode, you’ll learn:

The essential financial call-to-action that most people ignore
How society has normalized one of people’s biggest money mistakes
Expenses most people don’t take into consideration when planning for retirement
How an impulsive decision can cost you greatly in your future retirement
And more!

Tune in now and learn about these common mistakes, so you don’t have to worry about making them!

Resources: Phone number: 800-640-8105

Episode 5- The Seven Rules of Financial Liberty: Part 3

March 13, 2019Finance, retirement, UncategorizedFinance, Financial, Financial Liberty, Financial Planning, Financial Solutions, Financial Strategies, Retire, Retirement, Sam Legaspifinanciallibertypodcast

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The magic of retirement planning is hardly magic at all. It’s a matter of learning the rules so that you can win the game and achieve financial freedom.

In this conclusion to their three-part series, Sam and Koz reveal the three final rules of financial liberty.

In this episode, you’ll learn:

How having a clear goal in mind will help you plan for retirement
Why it’s essential to know your number
About the relationship between The Rule of 72 and knowing your number
Strategies to go from forever-taxed to never-taxed
And more!

Tune in now and learn the most important rules to winning at life and wealth!

Resources: Phone number: 800-640-8105 | Episode 4 – The Seven Rules of Financial Liberty: Part 2

Episode 4- The Seven Rules of Financial Liberty: Part 2

March 5, 2019Finance, retirement, UncategorizedFinance, Financial, Financial Liberty, Financial Planning, Financial Solutions, Financial Strategies, Retire, Retirement, Sam Legaspifinanciallibertypodcast

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Playing by the rules can be fun and, most importantly, it can lead you to financial freedom. You’ll find out to play these rules in today’s episode of The Financial Liberty Project Podcast.

In the second part of The Seven Rules of Financial Liberty mini-series, Sam and Koz guide you through rules three and four, while sharing examples from their own lives.

In this episode, you’ll learn:

How inspiration can help you achieve your financial dreams
How to stay out of the panic zone when you’re on the doorstep to retirement
Real-life examples of how inspiration fuels action
Where to find inspiration
How to transform your money habits
How to start budgeting
And more!

Tune in now and learn about the rules that will empower you to achieve your financial dreams!

Resources: Phone number: 800-640-8105 | Episode 3 – The Seven Rules of Financial Liberty: Part 1

Episode 3- The Seven Rules of Financial Liberty: Part 1

February 13, 2019Finance, retirementFinance, Financial, Financial Liberty, Financial Planning, Financial Solutions, Financial Strategies, Retire, Retirement, Sam Legaspifinanciallibertypodcast

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How can you play a game and win, if you don’t know the rules?

Sam and Koz have developed a list of seven rules that will help you gain valuable insight into your own financial paradigm. In this episode, they share the first two rules that you need to follow to begin your journey towards financial freedom.

In this episode, you’ll learn:

Why it’s important to follow the Rule of 72 and how to apply it to your life
The importance of beating gratification culture and seeing the bigger picture
The meaning of having a big front door and a small back door in your financial life
And more!

Tune in now and let Sam and Koz change your view about achieving financial liberty!

Resources: Phone number: 800-640-8105