South Cobb LIVE!
🎯 Episode Summary Host Elise White welcomes Terry Graham, founder of Legacy Builders Wealth Management (South Cobb, GA), for an inspiring conversation about retirement planning and generational wealth. 🔥 Key Takeaways 💡 Start Early: "A common myth is that they can wait...oh, I'm too young to plan for retirement." - Terry Graham 💡 Financial Wellness: "Financial is a self-care. It is a form of wellness." 💡 Keep It Simple: Terry breaks down complex concepts into easy "Barney style" presentations. ⏰ Timestamps 00:00 - Introduction 00:36 - Terry's mission with Legacy Builders 01:38 - Debunking retirement myths 03:27 - Personal stories shaping his career 05:52 - Financial planning as wellness 06:33 - Simplifying financial decisions 08:42 - Building Legacy Builders 10:41 - Financial education importance 13:56 - South Cobb Spotlight Sprint 15:40 - Contact info & events 📚 What You'll Learn ✅ Why waiting to plan retirement is a myth ✅ How to build generational wealth ✅ Simple retirement readiness questions ✅ Real client transformation stories ✅ Financial planning as self-care 🎓 Action Steps 1. Start retirement planning TODAY 2. Ask: "Do I have a pension?" 3. Think generationally 4. Attend educational webinars 5. Review plans regularly 📅 Events Weekly Webinars: * Wednesdays: Stock Market Alternatives * 3rd Saturday: Retirement Planning & Annuities Search "Legacy Builders" on Eventbrite 🔗 Connect Website: legacybuilders.us [http://legacybuilders.us] Social: LinkedIn & Facebook - Legacy Builders Wealth Management 💬 Join the Conversation What's your biggest retirement planning question? Comment below! Hashtags: #LegacyBuilders #SouthCobbLIVE #FinancialEmpowerment #RetirementPlanning #GenerationalWealth
14 episodios
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