🎯 Episode Summary

Host Elise White welcomes Terry Graham, founder of Legacy Builders Wealth Management (South Cobb, GA), for an inspiring conversation about retirement planning and generational wealth.

🔥 Key Takeaways

💡 Start Early: "A common myth is that they can wait...oh, I'm too young to plan for retirement." - Terry Graham

💡 Financial Wellness: "Financial is a self-care. It is a form of wellness."

💡 Keep It Simple: Terry breaks down complex concepts into easy "Barney style" presentations.

⏰ Timestamps

00:00 - Introduction 00:36 - Terry's mission with Legacy Builders 01:38 - Debunking retirement myths 03:27 - Personal stories shaping his career 05:52 - Financial planning as wellness 06:33 - Simplifying financial decisions 08:42 - Building Legacy Builders 10:41 - Financial education importance 13:56 - South Cobb Spotlight Sprint 15:40 - Contact info & events

📚 What You'll Learn

✅ Why waiting to plan retirement is a myth ✅ How to build generational wealth ✅ Simple retirement readiness questions ✅ Real client transformation stories ✅ Financial planning as self-care

🎓 Action Steps

1. Start retirement planning TODAY
2. Ask: "Do I have a pension?"
3. Think generationally
4. Attend educational webinars
5. Review plans regularly

📅 Events

Weekly Webinars:

• Wednesdays: Stock Market Alternatives
• 3rd Saturday: Retirement Planning & Annuities Search "Legacy Builders" on Eventbrite

🔗 Connect

Website: legacybuilders.us Social: LinkedIn & Facebook - Legacy Builders Wealth Management

💬 Join the Conversation

What's your biggest retirement planning question? Comment below!

Hashtags: #LegacyBuilders #SouthCobbLIVE #FinancialEmpowerment #RetirementPlanning #GenerationalWealth