Think of the best manager you’ve ever had. Now think of the worst. What’s different about the two? It might be their management style, or it could be their general personality. But is it something more? Do leadership and trust come to mind? Great leaders are more than just managers. They know how to inspire and motivate people and can adapt to change as the environment shifts. But even without a manager, you can be a leader in your own life. Stephen M. R. Covey believes that leadership is a choice, and it’s processes that are managed, not people. People are inspired and taught to be trusted. True leadership is about creating better decisions and relationships to further our lives and goals. Today he joins us in the basement to share how we can all be better leaders in our personal and professional lives.
During our headline segment, we’ll dive into the right time to switch up your financial plan. We’ll focus first on a piece from Investment News which tackles tax planning for new retirees, but will widen the discussion quickly to all areas of your life and when it’s time to reboot your plan. We’ll also throw out the Haven Life line to Sasha who has a question about buying a business. And to round out all of the madness, Doug will also share his trivia.
Enjoy!
Our Headline
- Tax planning for new retirees (Investment News)
Our TikTok Minute
Stephen M. R. Covey
Big thanks to Stephen M. R. Covey for joining us today. To learn more, visit trustandinpsire.com and get a copy of his book Trust and Inspire: How Truly Great Leaders Unleash Greatness in Others.
Doug’s Trivia
- How many witnesses are needed when you sign your will?
Need life insurance? You could be insured in 20 minutes or less and build your family’s safety net for the future. Use StackingBenjamins.com/HavenLife to calculate how much you need and apply.
- Sasha and her husband are thinking about taking over a family business. She wants advice on how to structure the transfer of ownership.
Want more than just the show notes? How about our new newsletter with STACKS of related, deeper links?
- Check out The 201, our email that comes with every Monday and Wednesday episode, PLUS a list of more than 19 of the top money lessons Joe’s learned over his own life about money. From credit to cash reserves, and insurances to investing, we’ll tackle all of these. Head to StackingBenjamins.com/the201 to sign up (it’s free and we will never give away your email to others).
Written by: Brooke Miller
Miss our last show? Listen here: How To Increase Your Odds of Winning With Money
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