Most people are chasing a retirement plan they’ll never enjoy – or even want. Derek Coburn is here to show you a more meaningful path that doesn’t require you to escape your life to start enjoying it.
Derek is a best-selling author, founder of the Cadre mastermind, and a former financial advisor to ultra-wealthy clients. After 20+ years in the industry, he sold his firm, walked away from the grind, and redefined what true financial freedom looks like.
In this episode, Derek breaks down why the traditional model of retirement is outdated, inefficient, and in some cases, dangerously misleading. We explore smarter tax strategies the wealthy use to future-proof their income, the rising wave of “unretirement,” and why fulfillment doesn’t come from chasing a number… but from showing up with purpose.
He also shares the story behind his newly released book, Let’s Retire Retirement, and reveals the $50,000 mindset shift that transformed how he shows up as a father, a leader, and a man of faith.
In this episode, you’ll learn:
1.) Why 1 in 3 retirees return to work – and how to design a life you never want to retire from instead.
2.) The hidden risks of 401(k)s – plus the tax strategies wealthy investors are using to protect their future income.
3.) The time machine exercise that redefined Derek’s relationship with time, money, and fatherhood – and how you can create special moments in your own life.
Show Notes: LifestyleInvestor.com/242
Tax Strategy Masterclass
If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax
Strategy Session
For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.
Connect with Justin Donald
FacebookYouTubeInstagramLinkedInTwitter
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
