Late Starters Club Podcast
Late Starters Club Podcast

This is the place for inspiration, motivation, and mindset resets. You will walk away ready to take action with practical and informative advice from some of the most amazing “Late Starters” on the planet.

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April 24, 2023

89: Interview with Kathleen Adams

Late Starters Club Podcast

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The Second 50 Movement an Interview with Kathleen Adams

My guest today has a driving ambition to help those in their second 50s obtain financial confidence, find opportunity expansion, and gain enhanced vitality. In this interview, Kathleen talks about what it took to start her own firm focusing on this age group and how her realizations have led her to more and more opportunities to show how to live a better life!

Kathleen Adams, CFP®, CPWA®, RMA®, entrepreneur, co-founder of Second 50 Financial; author of “Second 50”. Expanded financial planning for successful people who want financial confidence, opportunity expansion, and enhanced vitality.

Join me as Kathleen talks about:

[00:00] Introductions

[01:29] What was the catalyst that inspired Katheleen to start a financial services firm that focused on those in their second 50s?

[03:26] Given that Kathleen was in a good firm, why did she decide to go out on her own?

[5:06] What were some of the obstacles that she faced as she opened her own practice?

[7:17] What were the best ways to get over those obstacles?

[9:02] Who are some of her favorite mentors and teachers? What have they taught her?

[11:05] How can you find a supportive group that will help expand your thinking?

[14:42] What is the next phase of the Second 50 Movement?

[22:55] How do you think your views on aging have changed?

[25:19] What is her favorite quote, right now?

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Read the transcript HERE

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The information contained herein is for general educational and informational purposes only. It
is not intended as personalized investment, tax, legal, or other advice. We do not provide any
tax or legal advice. You should consult with your independent investment, legal, tax, and/or
other professionals with respect to your individual situation and needs before considering taking
any action.

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Late Starters Club Podcast
Late Starters Club Podcast

This is the place for inspiration, motivation, and mindset resets. You will walk away ready to take action with practical and informative advice from some of the most amazing “Late Starters” on the planet.

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