The World's Most Famous Podcast 🎙️ Season 10, Episode 7
Exclusive Interview with Stephen D. Dissette, Investment Advisor Representative
Welcome to The World's Most Famous Podcast by Beverly Hills Magazine, hosted by Editor-in-Chief, Jacqueline Maddison.
In this episode, Jacqueline is joined by Stephen D. Dissette, Investment Advisor Representative with Horter Investment Management, proud Northwestern University alumnus, and former United States Navy officer. After watching his grandfather die on the way to work at 65 and his father forced to work until 73, Stephen made it his life’s mission to help pre-retirees and retirees live in true financial peace.
GUEST CONTACT: Stephen D. Dissette & Associates – Horter Investment Management
The Heart Behind the Mission
Stephen shares the childhood moment that ignited his passion: ensuring no family ever has to work until their final day because retirement simply wasn’t possible.
Mindset, Faith & Money
Discover why the biggest battle is the six inches between your ears, how wealthy people “pay themselves first,” and how faith, tithing, and generous giving unlock God’s abundance.
The Proven Retirement Strategy
Stephen reveals his famous 3-bucket approach (safe, balanced, growth) that protects principal, creates lifetime income, and legally minimizes taxes so clients never fear running out of money.
🌟 What To Expect 🌟
- Stephen’s emotional “why”: watching his grandfather die on the way to work at 65 and his father work until 73
- The one mindset shift that separates wealthy retirees from everyone else
- Why a written spending plan beats a budget every single time
- The 3-bucket retirement strategy that removes the #1 fear of retirees: running out of money
- How faith, prayer before every meeting, and biblical giving create financial peace and provision
- Practical steps to shift from lack to abundance and retire with total confidence
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