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New Retirement Radio with Dennis Prout Podcast

The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can listen here instead. Thanks for tuning in! Advisory Services offered through Capital Asset Advisory Services, a Limited Liability Company, and a Registered Investment Advisor. Prout Financial Design does not provide tax, accounting, or legal services. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.
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Now displaying: Page 1
Oct 8, 2020

Doug Godbe worked for himself as an estate planning attorney in California. He began the retirement planning process at the age of 30, always running the numbers and calculating the outcome. It wasn’t until his late 50’s that the deadline became more important. He witnessed his friend (another attorney) decide mid-litigation to put in his two weeks’ notice because he wanted to collect his pension. But for Doug it wasn’t an easy task … he had a business to transfer to his son as well as his wife’s retirement to consider.

I sat down with Doug and he shared his retirement success, fails and surprises. We talked about everything from careers, empty nesting, marriage, health, remodeling houses and taking on professional projects after the fact. Lastly, over the years as he observed and handled the estate plans of his clients, he saw firsthand what made them successful in retirement.

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