In this episode of Living Wealthy, Nick Poppe challenges the traditional financial planning model and explores why it often falls short for modern investors, entrepreneurs, and anyone who doesn’t fit the “retire at 65” mold. He breaks down the common assumptions baked into conventional advice—like maxing out retirement accounts, relying on a 60/40 portfolio, or chasing market returns—and why those may not serve people who value flexibility, control, or early financial independence.

Nick shares his personal experiences and observations from the financial industry, highlighting the limitations of locking money into long-term vehicles and the risks of being overexposed to public markets. He also digs into the myths around high investment returns, market outperformance, and how real people behave in volatile markets.

Through this lens, he advocates for a more custom, values-driven approach to financial planning—one that prioritizes access to capital, financial flexibility, and the ability to pivot when life changes. He introduces the Bank on Yourself strategy as one such solution and discusses how it can be a game changer for creating opportunity and security—without relying solely on Wall Street.

To watch the video referenced in the podcast, please go to: https://youtu.be/KLChXdquO-E?feature=shared

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Learn more about the Bank on Yourself strategy with the Bank on Yourself Special Report: https://www.bankonyourself.com/findoutmorenow?wp_src=NP43

Learn more about the power of guaranteed income for retirement and get your Lifetime Guaranteed Income Guide: https://www.bankonyourself.com/guaranteed-lifetime-income-consumer-guide?wp_src=NP43A&srcp