Marcia Mantell: Lasagna Style Income Planning

“Fun With Annuities” The Annuity Man Podcast

In this episode, The Annuity Man and Marcia Mantell discuss:

• Retirement planning is personal
• The uncomfortable “unexpected.”
• Who are the best financial advisors?
• Lasagna style income planning

Key Takeaways:

• Friends and neighbors are not your friends when it comes to retirement decision-making. It’s all completely personal.
• If there’s anything that’s not unexpected, it’s that we know we are one day going to die. We just don’t like to talk about it; we don’t like to think about it.
• The best financial advisors are those that aren’t born from money. They understand what it’s like to come from a family that doesn’t have much, so they’ve been repeatedly taught in their youth to respect and value money.
• If you can make lasagna, you can also make a retirement plan. Retirement planning is a layered process; there has to be a plan in place, you can’t randomly do it, and there’s a myriad of ingredients.

"Starting early is the key. If you miss 50, start wherever you are today. This is not a weekend project - it’s too hard and complicated. The best thing we can all do is take ownership, we have to understand social security to make good decisions, and we have to understand medicare." — Marcia Mantell.

 

Connect with Marcia Mantell:

Website: https://mantellretirementconsulting.com/about/meet-marcia-mantell/

LinkedIn: https://www.linkedin.com/in/marciamantell/

Twitter: https://twitter.com/MarciaMantell

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: [e-mail]

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

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