South Cobb LIVE!
๐ฏ 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. ๐ฅ Key Takeaways ๐ก Start Early: "A common myth is that they can wait...oh, I'm too young to plan for retirement." - Terry Graham ๐ก Financial Wellness: "Financial is a self-care. It is a form of wellness." ๐ก Keep It Simple: Terry breaks down complex concepts into easy "Barney style" presentations. โฐ 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 ๐ What You'll Learn โ Why waiting to plan retirement is a myth โ How to build generational wealth โ Simple retirement readiness questions โ Real client transformation stories โ Financial planning as self-care ๐ 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 ๐ Events Weekly Webinars: * Wednesdays: Stock Market Alternatives * 3rd Saturday: Retirement Planning & Annuities Search "Legacy Builders" on Eventbrite ๐ Connect Website: legacybuilders.us [http://legacybuilders.us] Social: LinkedIn & Facebook - Legacy Builders Wealth Management ๐ฌ Join the Conversation What's your biggest retirement planning question? Comment below! Hashtags: #LegacyBuilders #SouthCobbLIVE #FinancialEmpowerment #RetirementPlanning #GenerationalWealth
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