105: Jason Wendt: Beyond the Numbers — Why Your Retirement Number Isn't Enough

About this episode

Gabe McManus interviews Jason Wendt about the importance of having a retirement reason beyond just a retirement number.

Most successful people have a retirement number. Very few have a retirement reason. That's the gap Jason Wendt has spent 15 years closing. After watching client after client arrive with a solid portfolio and a hollow plan, he wrote a book about it. And now, fresh off an Amazon bestseller ranking and a feature segment on NBC Chicago, he's bringing that message to a wider audience. Episode Summary In this episode, Gabe McManus sits down with Jason Wendt, a Chicago-based financial advisor and au...

People in this episode

Host: Gabe McManus

Guest: Jason Wendt

Topics covered

• retirement planning
• financial advice
• personal finance
• investment strategy
• life goals

Keywords

• retirement number
• financial advisor
• hollow plan
• Amazon bestseller
• financial planning

Mentioned in this episode

Organizations: NBC Chicago

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