Marcia Mantell: Lasagna Style Income Planning

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: Stan@TheAnnuityMan.com 

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

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

Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!