Interview with Laurene Breitkreutz, Founder of Your Wealth Refined Discussing Guaranteed Income in Retirement

About this episode

Laurene Breitkreutz shares her unconventional journey into financial planning and discusses the importance of building resilient financial plans for retirement.

Laurene didn’t take the traditional path into financial planning. She took the real one. She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn’t wait for people to be ready. She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting. So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn’t the one with all the answers. She was the one who asked until the right answers surfaced. That’s exactly what she does now. For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most…

People in this episode

Host: Mike Saunders, MBA

Guest: Laurene Breitkreutz

Topics covered

• financial planning
• retirement income
• career transitions
• business consulting
• high-income professionals

Keywords

• financial planning
• retirement
• income
• business consultant
• mortgage protection
• high-income professionals
• career changes

Mentioned in this episode

Organizations: Your Wealth Refined, AT&T

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