Today, Ben is joined by Michael O’Rourke—Apex-based financial advisor, RICP®, and former environmental engineer—for a rich and human-centered conversation about what it really takes to transition from earning a paycheck to generating reliable retirement income. Drawing on years of advising and his work with the Retirement Income Style Awareness (RISA) framework, Michael shares how differences in temperament, risk tolerance, and even marital dynamics shape the way people experience retirement....
All content for Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners is the property of Catholic Financial Planners Network and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Today, Ben is joined by Michael O’Rourke—Apex-based financial advisor, RICP®, and former environmental engineer—for a rich and human-centered conversation about what it really takes to transition from earning a paycheck to generating reliable retirement income. Drawing on years of advising and his work with the Retirement Income Style Awareness (RISA) framework, Michael shares how differences in temperament, risk tolerance, and even marital dynamics shape the way people experience retirement....
Slow, Steady Wealth Accumulation | Robert Franer & Tyler Meyer
Today we’re joined by financial advisors Robert Franner and Tyler Myler to discuss strategies for long-term wealth accumulation, emphasizing the importance of starting early, automating savings, and maintaining consistent habits. They highlight the power of compound interest, using goals like saving $100,000 by age 30 to demonstrate how early contributions grow significantly over time. They share an example of a couple who built $2 million in wealth through steady savings, emphasizing that fi...
Today, Ben is joined by Michael O’Rourke—Apex-based financial advisor, RICP®, and former environmental engineer—for a rich and human-centered conversation about what it really takes to transition from earning a paycheck to generating reliable retirement income. Drawing on years of advising and his work with the Retirement Income Style Awareness (RISA) framework, Michael shares how differences in temperament, risk tolerance, and even marital dynamics shape the way people experience retirement....
