Visualizing Your Future Situation with Dave Appleton (the coolest 40yo octogenarian you'll ever meet)

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Visualizing Your Future Situation with Dave Appleton (the coolest 40yo octogenarian you'll ever meet)

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In this episode, Tim sits down with longtime friend and financial advisor Dave Appleton, who brings over 40 years of experience in financial planning. Dave shares insights on the importance of long-term financial strategies, emphasizing visualization as a powerful tool for understanding complex financial concepts. He explains key principles like the rule of 72 for investment growth and the value of diversification to secure financial stability across generations. Through real-life client stories, Dave highlights how proper planning can lead to financial success and security, while short-term thinking—like what fueled the tech bubble—can be detrimental.Beyond finances, Dave and Tim explore the importance of staying active and engaged in retirement to maintain both mental and physical well-being. They discuss how early retirement without purpose can increase the risk of cognitive decline and why continuous learning, including leveraging screen time for education, can keep the mind sharp. Dave also shares how simple visualization techniques—like using sugar cubes to demonstrate financial impact—can make complex topics more accessible. Tune in for a conversation that blends financial wisdom with practical life lessons, helping you make smarter choices for a more secure and fulfilling future.About Dave AppletonDave has been assisting individuals with the planning of their Lifestyle Retirement goals. His objective is to provide individuals and business owners with the advice they need to achieve their immediate and long-term goals by offering a wide range of financial products and services through Planning Strategies Group Ltd. In 2004, Dave was awarded by the Financial Planning Standards Council of Canada (along with two other business associates), the prestigious award of "Advisor of the Year".In addition to help develop and manage a Financial Planning department for a major world-wide Life Insurance corporation, he was also one of the first individuals to set up a full service Financial Planning company in association with accountants and lawyers, this providing a one-stop service for individuals and business owners needing Financial, Estate and Tax Planning advice.—Contact Tim Sweet | Team Work Excellence: WebsiteLinkedIn: Tim SweetInstagramLinkedin: Team Work ExcellenceContact Dave Appleton: Linkedin: Dave Appleton--TranscriptDave 00:01A picture is worth 1000 words. You get good screen time. You've got 10,000 words, and the memory of a picture is a lot greater than the memory reading from a book. I'm not saying you don't remember. It's just that the picture is there and you can visualize, and if you can visualize something down the road in 10 years, five years. But the thing is, it imprints is there, but the book isn't the same as a picture as that picture. This is why this has become a lot more usable. Tim 00:33I'd like to ask you some questions. Do you consider yourself the kind of person that gets things done? Are you able to take a vision and transform that into action. Are you able to align others towards that vision and get them moving to create something truly remarkable? If any of these describe you, then you, my friend, are a leader, and this show is all about and all for you. I'm Tim Sweet. Welcome to the 53rd episode of the Sweet on Leadership podcast. Tim 1:06Welcome back, everybody. Thanks for joining us again. Here on the Sweet on Leadership podcast, I have a dear friend joining me today. I'd like to introduce you all to Dave Appleton. Dave Appleton has been a friend of our family, helping us with financial decisions. We've known each other for years. We came from the same community, but Dave means so much to the health and the wealth and the happiness of my family that it's a real pleasure that I get to introduce all of you today to this fine man. So Dave, thanks for joining us. I hope that this is a fun experience, and I'm looking forward to all the reactions we're going to get from this, because I know that the lessons and the messages that you have and what you've taught me in the past is going to resonate with a lot of people out there that are trying to improve their influence and their impact with others and their life in general. So again, I'm really excited for this one. Dave 02:01Happy for you. It's been a pleasure. Tim 02:06Okay, Dave, why don't you tell us a little bit about you and the company you run and give us a picture for what your purpose in life is. That would be great. Dave 02:14First of all, I have been in this business for over 40 years. Tim 02:19Yeah, wealth management and financial advisory. Dave 02:23Yeah, and insurance and I started with, years ago, I started with Manulife. And it's funny because I went with Manulife because they were focused on money products, like financial planning, and that really attracted me. Prior to that, I was in real estate for I had my own business in real estate for about 15 years. And I think when ...