Today’s Objective…

There’s a lot to be learned from the wit and wisdom of Mark Twain. Join us as we dive into part two of our series on his famous sayings.

(Click the featured times below to jump forward in the episode)

First Things First.

  • [00:57] – Getting To Know You: Dan shares stories from his favorite winter pastime: snow skiing.
  • [4:58]  – Mailbag: Barry is worried about the nursing home costs he’ll face in retirement.
  • [7:53] – Mind Over Money: Dan explains the trouble with “Framing Bias.”

Tactical Points:

“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May…”

Mark Twain
  • [12:40] – Mark Twain is certainly known for his sharp humor. Don’t miss the proverbial mark here. Trying to time the market is a dangerous activity. You have to look at investing as a rational, long-term process.

“How unfortunate and how narrowing a thing is it for a man to have wealth who makes a god of it instead of a servant.”

Mark Twain
  • [13:52] – While a humorist, Mark Twain also had a deep, spiritual side. In short, you need to give your money purpose. Accumulating wealth for the sake of doing so won’t bring you much joy in retirement. 

“The secret to getting ahead is getting started.”

Mark Twain
  • [15:56] – You’ve got to start somewhere. No matter where you are in your retirement planning journey, it’s not too late to start or adjust your plan. Take the first steps toward experiencing a purposeful retirement.

The Plan:

Free Retirement Toolkit:

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Extra Planning:

The host: Dan Betzel – ContactRetirement Trailblazer GuideRetirement Rescue Toolkit – Call: 614-472-4510