Chris Drew uses Hollywood's best (and worst) financial moments — from Wall Street and The Wolf of Wall Street to Dumb & Dumber and The Dark Knight — as a springboard for real retirement advice. Hear why “greed” and get-rich-quick thinking backfire, when borrowing or leverage can help (and when it destroys plans), and why a spending plan beats IOUs every time. The show also busts myths on long-term care, debt, and robo-advisors, and closes with practical Q&A on taxes, Roth conversions, rollovers, Social Security timing, and how to interview a fiduciary so your plan survives market shocks and emotional sell-offs. Packed with movie clips, plainspoken rules, and a step-by-step checklist, this episode is a clear, entertaining primer on protecting your nest egg.
Want help turning the lessons into a plan? Book a free consultation at https://askthecaptain.com or call 833-DREW-CAP (833-373-9227).