Throughout the course of this show, we’ve talked about various aspects of creating your Encore Career. We’ve dived deep into mindset, marketing, and connecting with your ideal client. However, we haven’t talked much about the financial side of an Encore Career. We’ll step into that in this episode.
Our guest on today’s episode is James Woodall, a Certified Financial Planner and the owner of Woodall Wealth Management. He is located in the Dallas/Fort Worth area of Texas. Throughout his career, James has worked with people just considering retirement as well as with people who are still going strong at 95 years old.
In this episode, James shares his journey and explains some of the insights he provides for his clients. He also helps us understand many of the financial aspects of starting a business in your later years. Tune in to learn all of this and more!
We'll dive deeper into these concepts:
James’ career history
Myths about taxes in retirement
How to plan for retirement financially
Some of the first conversations to have around budgets
The phases of retirement
How James guides his clients through “lean times”
The “Big 3” questions James asks of his clients
Deciding on goals for each phase of your Encore Career journey
Now, for some action steps:
Learn more about Woodall Wealth Management
Check out James’ Guides and Checklists
Download the guide: My 5 Questions to Ask Yourself if You Want a Successful Mindset
Download the free worksheet: Three Steps You Need for a More Productive Workday
Connect with Me:
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If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://www.lynnfriesth.com/podcast to download it.
I thank you so much for being here and I’ll see ya next time on Creating Your Encore Career.
— Lynn
