Скачать или смотреть What Are You REALLY Worth? Create Your Financial Inventory, Ep. 2 | Retirement Learning Lab Podcast

📊 GET YOUR FREE RETIREMENT LIFE WORKBOOK MODULE: Download at forms.richardsfinancialplanning.com - the same system Van uses with paying clients!

Most people think they know what they're worth... but they're wrong. In this eye-opening episode, Van Richards reveals why even educated professionals struggle to understand their true financial position and shares the exact process to create a comprehensive financial inventory.
🔍 REAL CLIENT STORIES:

Bob & Susan discovered they had $750,000 MORE than expected (could have retired years earlier!)
Tom thought he had $900,000 but actually had only $525,000 (avoiding retirement disaster)

💡 WHAT YOU'LL LEARN:
✅ The 3 critical components of your financial inventory
✅ Why organized documents ≠ knowing your true worth
✅ How to calculate your real net worth vs. liquid net worth
✅ Special tax considerations for retirement assets
✅ Why high debt can block reverse mortgage opportunities
✅ Growth vs. income assets in retirement planning
📋 YOUR ACTION STEPS:

List every asset with current values
Document all liabilities and debts
Calculate your true net worth
Review everything with your spouse
Download the FREE workbook for step-by-step guidance

🎯 THE BOTTOM LINE: You can't solve problems you don't know you have. Stop guessing about your financial future and start KNOWING where you stand.
Van Richards, ChFC®, brings 30+ years of experience helping people transform from "insecure to in control" with their retirement planning.
Next Episode: Understanding what your financial inventory means for your retirement goals
This content is educational only and not investment advice.
#RetirementPlanning #FinancialInventory #NetWorth #RetirementPreparation #FinancialPlanningRetryClaude can make mistakes. Please double-check responses.