episode: 68

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Plan for experiences you desire

When you’re intentional in your planning, you’re more likely to get the experiences you want out of life.

Curiosity and continuous learning are a big part of our firm’s culture. The team is always sharing ideas, whether through podcasts, research articles, or books. Recently, Marcelo came up with a brilliant idea to take it to the next level, and now we have our own library at Tulett, Matthews & Associates. We’re excited to have this resource for the team and clients.

In honour of that, today, we’re doing things differently. In this episode, Marcelo and Keith review a book from our library – Die With Zero by Bill Perkins. The book’s concept centers around the idea that you’ve worked hard for your money, and you should optimize it by maximizing the life experiences that bring you purpose and fulfilment.

We talk about Bill Perkins’ take on the problem with conventional advice about retirement planning, his framework for life enjoyment, potential pitfalls from neglecting your financial foundations, how we advise clients to plan for the experiences they desire, the case for giving away your wealth based on when it has the most impact, and so much more!

Thank you for listening!

Giving away your wealth when it has the most impact

  • Our Tulett, Matthews & Associates library (1:02)
  • Why we’re talking about Bill Perkins’ Book, Die With Zero (2:30)
  • Bill Perkins’ take on conventional advice about retirement planning (4:15)
  • A framework for life enjoyment (6:15)
  • Our changing perception of the value of experiences and relationships (7:20)
  • Potential pitfalls from neglecting your financial foundations (9:35)
  • Building up your memory dividend (10:37)
  • Roadblocks that can get in the way of building your memory dividend (11:40)
  • The case for giving away your wealth based on when it has the most impact (13:52)
  • Helping your children develop grit and resilience (16:37)
  • Concepts from Die With Zero that are especially relevant in our current environment (18:52)
  • Planning to maximize your different seasons of life (21:18)
  • Bill Perkins’ action plan concept (22:08)
  • The types of investors who will benefit the most from applying the Die With Zero concepts (23:28)
  • The importance of sound financial advice when applying these concepts (25:37)
  • Final takeaways on the book (28:03)
  • And much more!

Meet your hosts

Keith Matthews

Keith Matthews

Partner & Portfolio Manager

Marcelo Taboada

Marcelo Taboada

Associate Portfolio Manager

Lawrence Greenberg

Lawrence Greenberg

Associate Portfolio Manager

Thanks for Listening!

Be sure to subscribe on AppleGoogleSpotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112 Follow Tulett, Matthews & Associates on social media on LinkedInFacebook, and more! Follow The Empowered Investor on FacebookLinkedIn, and Instagram

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