Your Financial Future, Rethought
Monday, November 19th, 2012
6:30pm
Co-Merge Workplace, San Diego CA
Guest Speaker: Aaron Puttroff, Financial Planner with Living Legacy
OVERVIEW
Even if we don’t remember, we have heard the numbers. Social Security will start going in the red in a few years — and when our generation retires, may not even be around. Years ago, upwards of ten working age citizens could support those in their twilight years. Now, the number is rapidly approaching a two to one ratio. The average 55 year old has $150,000 in savings for retirement — which means either a drastic reduction in lifestyle upon giving up work, or hoping for some miracle to materialize from some unseen place.
Will Social Security and Medicare still be there in 40 years when you retire? How does society deal with an increasingly aging, limited means demographic? What does it mean to prepare for retirement…when you are only 30 years old! Why should we care? What if everything we’ve been taught about the proper way to prepare for retirement and our future financial security is fundamentally wrong?
We’ll explore these and other issues with our guest speaker Aaron Puttroff. In addition to being a Reserve Marine Infantry Officer, Aaron is a certified financial planner utilizing a revolutionary analysis tool and employed by Living Legacy. He will speak to our group about what it really means to be secure, and how financial peace is more than merely dollars and cents — it covers everything from insurance to protective legal documents. Whether you are living paycheck to paycheck or comfortably sailing your yacht in San Diego Bay, Aaron will show us a new way to think about money and preparing for the future.
SYLLABUS
Website:
SmartMoney Retirement Planner, WSJ
Articles:
Permission Slip: A Wealth Strategy to Overcome Stock Market Losses, Edwin I Grinberg, CPA Wealth Provider
Next, The Retirement Bubble, Bob Adams, Barrons
The End of Retirement As We Know It, Megan McArdle, The Atlantic
Marshmallows and Markets, Buttonwood, The Economist
Videos:
The Battle Between Your Present and Future Self, Daniel Goldstein
Saving for Tomorrow, Tomorrow, Shlomo Benartzi
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http://www.youtube.com/watch?feature=player_embedded&v=1CLhqjOzoyE
Dr. MIchael J. Burry at UCLA Economics Commencement 2012.
Total time 21:39
Good advice to Class of 2012 and Disruptive Thinkers starts at time 17:51