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Die Rich or Live Well? Rethinking Wealth in Retirement
October 25, 2024
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We examine a common phenomenon among retirees who've spent decades meticulously building their nest eggs. Rather than shifting to a mindset of strategic "decumulation" in retirement, many find themselves holding onto their wealth, often to a fault or until it's too late to truly enjoy it. Taking insights from Bill Perkins' book "Die With Zero," Ben challenges this conventional thinking and presents a compelling case for why leaving substantial wealth behind might not be the legacy you should strive for.
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Meet Your Host
Ben has been in the financial services industry for nearly two decades. He has worked alongside thousands of families and individuals while owning and operating Taatjes Financial Group, a retirement planning firm in west-central Minnesota. While Ben loves to work with retirees, his passion extends far beyond the numbers. This passion led to the publishing of his first book, Repurposed: The Untold Story of Retirement in America in 2017 as well as co-founding Retire Repurposed in 2019.
