Here is a link to our NEW and improved podcast on YouTube. Where not only will you get to hear our Retirement Advisors and Investment Wealth Advisors share via audio but you will also get to enjoy watching the interactions in our Woodstock, GA office.

Listen to the podcast here: https://www.buzzsprout.com/2136084/episodes/15663465-what-is-intentional-world-domination-planning

In this episode of the Money PIG Podcast, the host, Tim Goodwin, welcomes back Reid Trego for a special discussion. Reid, who is stepping back from regular podcasting due to a new career, shares insights about his intentional approach to life and planning with his wife, Christy. They discuss their “world domination” planning sessions, which cover aspects like finances, fitness, faith, and fun, with a humorous twist on procrastination and reducing stress. The conversation also touches on the importance of setting realistic goals, tracking progress, and maintaining connections within the family. The episode ends with a reflection on gratitude, highlighting the joys of travel, work, and time spent with loved ones.

If you enjoyed this episode stay tuned for more coming soon where Tim is interviewing other advisors on key topics such as retirement planning, the current market conditions, life transitions, leaving a legacy, tax planning, elections, the housing market, a different way of retirement, and so many other financial related topics. Our advisors love to help our listeners to enjoy their hard earned money and life a meaningful and generous life. Let us help plan your version of rich and retirement. If you want to speak with one of our advisors, please schedule a call with our consultant here.

What can I expect on the intro call?

On your introductory call, our consultant will ask you questions to get to know your story and financial goals.

If you want to prepare, the most thought provoking question you will be asked to answer is: “If we were meeting again 3-5 years from today, and you were looking back over time–what would need to happen to be happy with your financial progress?”

Our consultant will also ask you about your pain points, whether you have worked with a previous advisor, what success looks like when working with an advisor, any debt you might have, income streams, investments and your retirement plan. Our consultant will spend time addressing your questions and, if you request it, will set up a free follow-up consultation with one of our advisors.

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