Jim joins the show to talk about why having a lot of money or a plan for your money is not what brings you lasting happiness and purpose in retirement. Paul and Jim look at an article called “The Top 5 Regrets of the Dying” and share some insight into how you can prepare to live some of your best years after your career is over. Listen along as these advisors share some top regrets that people have at the end of their lives and how you can learn from their experiences. Later in the episode, Paul is shocked to see so many Real Estate Investment Trusts (REITs) and cautions investors that the risk of these products is very high. Paul and Jim want investors to know that these products are not very liquid and sales people use “hot” real estate markets to convince investors that they enjoy some of the wealth in real estate.
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