Unlocking the Potential of your Second 50 Years: Kathleen Adams, Co-Founder of Second 50 Financial

American Dreams host, Alan Olsen, sits down with Kathleen Adams, co-founder of Second 50 Financial.
Second 50 Financial, a company that empowers successful entrepreneurs and executives to plan for and envision a second 50 years filled with financial confidence, opportunity, and vitality. As a financial planner for over 20 years, Adams is in the business of lifestyle preservation.
Planning to Preserve your Lifestyle
Adams believes that planning for the future should be about lifestyle preservation. That means not just focusing on money, but also looking at things like health, relationships, and purpose in life.
She believes that the key to long-term financial security is having a plan for your second 50 years. Adams recommends taking a holistic excellence approach when it comes to financial planning, and thinking about all of the things that make up your lifestyle in addition to money. She suggests looking at aspects such as health, leisure activities, travel, housing, and legacy.
Adams believes in tailored solutions that are unique to each individual. She works with her clients to create a personalized plan based on their goals and values, so that they can make the most of their second 50 years and achieve financial freedom. Adams is passionate about helping people to unlock their potential by creating a secure financial future for themselves.
The Benefits of Planning for Your Second 50 Years
According to Adams, planning for the second 50 years is extremely beneficial. It allows you to live a life full of confidence, opportunity, and vitality – knowing that your future to grow is secure. Additionally, it can help you in the present by providing clarity on what you should be focusing on and allowing you to make better financial decisions in the present.
Taking Action
Adams recommends taking action now and getting started on your plan for the second 50 years. She suggests seeking help from a qualified financial advisor who can provide advice on how to best approach long-term planning, as well as answer any questions that may arise. By doing so, you can start to unlock the potential of your second 50 years.
The goal of Second 50 Financial is to provide guidance and resources to help entrepreneurs and executives focus on their future goals and take control and make a difference in their financial journey. Adams believes that with proper planning, everyone has the potential to live life full of security, joy, and longevity.
Taking Action
Kathleen Adams recommends taking action now and getting started on your plan for the second 50 years. She suggests seeking help from a qualified financial advisor from the beginning who can provide advice on how to best approach long-term planning, as well as answer any questions that may arise. By doing so, you can start to unlock the potential of your second 50 years.
The goal of Second 50 Financial is to provide guidance and resources to help entrepreneurs and executives focus on their future goals and take control of their financial journey. Adams believes that with proper planning, everyone has the potential to live life full of security, joy, and longevity.
For more information on how to join Second 50 Financial or to get started with your financial journey, visit: www.second50financial.com.
If you liked this content, please consider subscribing to either our YouTube cannel or our newsletter. Both are free and both receive new content frequently, not always consistently, but very frequently. We appreciate our guests very much for being willing to give of their time just to help others.
Our content is always free and always intended to be helpful. To view more content like this, click here to subscribe to our YouTube channel
And click here to receive our FREE Newsletter.
Thank You!
How to be a “Tax-Conscious” Investor
How to be a “Tax-Conscious” Investor “Uncle Sam wants you!” goes the slogan on that old poster. He also wants you to pay taxes. On the income from your employment. On what you earn from many of your investments. On a portion of the gain from the sale of those investments. But there is a…
President Going After the Wealthy Again With Proposed Tax Hikes
President Going After the Wealthy Again With Proposed Tax Hikes By Alan Olsen, CPA, MBA (tax) Managing Partner Greenstein Rogoff Olsen & Co. LLP The divide between Republicans and Democrats on Capitol Hill appears to be spreading even wider after President Obama used his State of the Union Address to take dead aim at high…
Top 10 Critical Mistakes Homebuyers Make and How to Avoid Them
[vc_row][vc_column][vc_column_text]1. Using an out-of-town lender. Getting a mortgage in a timely and hassle-free manner is the “key that opens the door” to your new home. Lenders who don’t live in the area you are buying in will not have the contacts needed to process your loan in an efficient and timely manner. Are you aware that…
Depreciation and Section 179 Expense Updates
Depreciation and Section 179 Expense Updates 2007 Changes Increased section 179 limits. The maximum section 179 deduction you can elect for qualified section 179 property placed in service in 2007 has increased to $125,000 ($160,000 for qualified enterprise zone and qualified renewal community property). This limit is reduced by the amount by which the cost of…