Speaker
John Browning

Session Details

Building Your Life Using The Tool You Call Money

Finance & Insurance

Date: Saturday, August 23, 2025
Time: 4:40 pm

Retirement and building your best life using the tool we call money is not only about the numbers. It is not only about the strategies. Where you start is by getting real and raw with a good discussion with what is your best life as you define it. This is something very few people have really done to great effect.  Maybe they have set some goals, dreamt about what life would be like if . . .

The most important parts of any journey are the start and the end goal. When you get either one of those wrong, you’re in trouble. If you constantly change either one of those, you’re in trouble. The next and nearly equally important part of that journey is the consistent execution of the plan you put in place to get there.

During my talks, we speak to the strategies and tactics and introduce concepts learned over three decades of experience on Wall Street, but we dive much deeper into the very real human element so that we are not just talking about numbers and statistics but what that means in real life.

Ultimately, I want people to learn that there is a way to live your life now while still paying your future self so you can live your best life in the future as well as using practical strategies and tactics.   A lot of this can be accomplished simply by dispelling some commonly held myths.

Learning Objectives:

  1. How to do this yourself or help someone else really discover not only what their best life is as they define it but why they feel that way.   There is a secret to getting there that few people are aware of and sadly many miss and then end up somewhere they don’t really want to be.
  2. Some mathematical truths that dispel commonly believed myths about retirement, taxes, income vs. growth, and whether or not and when to convert retirement funds to truly tax-free retirement funds (and how this can save you hundreds of thousands of dollars).
  3. How to create your own personal paycheck protection program that works for you.
  4. How to stop living in fear, give every dollar a job, and how to use math to get rid of the mystery.
  5. How paying to protect yourself does not have to mean throwing money down the proverbial drain.