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Five Foundational Truths about Your Life and Your Stuff
May 20, 2024
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Today, we start tackling the question, "What do you with the rest of the money you don't need?" Most people jump right into the notion of a will. While a will certainly has its place, there's a better way. In this podcast, Ben Taatjes will layout five foundational truths retirees must understand regarding their life and money that will help answer the question, "What do I do with the rest?"
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Meet Your Host
Ben has been in the financial services industry for nearly two decades. He has worked alongside thousands of families and individuals while owning and operating Taatjes Financial Group, a retirement planning firm in west-central Minnesota. While Ben loves to work with retirees, his passion extends far beyond the numbers. This passion led to the publishing of his first book, Repurposed: The Untold Story of Retirement in America in 2017 as well as co-founding Retire Repurposed in 2019.
