The View From The Pinnacle
Lighthouses are strong, beautiful, and protective towers, just like your financial plan should be. To weather the storms and avoid the potential financial obstacles, we’ll share how financial plans are similar to lighthouses, guiding you to safety.
Click the timestamps below to fast forward to certain points of the episode.
Thing’s You’ll Learn Along Today’s Journey
As you travel this summer, perhaps you are visiting a lighthouse along the coast. Up the winding stairs and at the top is the bright light, guiding boats home. A lighthouse is a beacon–it shows strength, provides safety, and helps boats navigate to where they need to go. As beautiful as lighthouses are, they are there to serve a function.
Similarly, your financial plan is put in place to serve you. Your retirement plan should provide safety from inflation or unnecessary taxes. You can’t know everything that is ahead in the future, but your plan can guide you in the right direction and prevent you from running into trouble.
Is your current financial plan providing the safety and direction you need? We all know the storms will come at some point, which is why it’s important to be prepared and know where you’re going ahead of time.
Listen to the entire episode to hear some wind and waves as you imagine the significance of the lighthouse in your life or click the timestamps below to hear a specific segment.
[1:55] – Is there a financial lesson to learn from lighthouses?
[2:59] – Your financial plan provides safety from obstacles and risk.
[3:39] – Tax planning is one of your biggest obstacles to look out for.
[6:05] – Envision a storm’s coming while on a boat and you can’t see where you’re going, but off in the distance you see a lighthouse, a beacon of safety.
[8:11] – It’s not the ships (your tools) that get you to the right place, it’s the lighthouse (clearly defined financial plan).
Looking Back From The Mountaintop
Resources From Today’s Podcast
Sean P. Lee – Contact