Episode 116 

7 Steps to a Bad Ass Retirement with Jose V. Sanchez, CFP® 

Jose is from the small town of Glorieta, New Mexico. Although poor monetarily, he was raised in an environment that was wealthy in traditions, family, and community. His parents were both educators and community leaders, and inspired Jose throughout his life. He learned the value of a hard-earned dollar and the effort and sacrifices to keep it. Jose is a military veteran, the founder of his own fee only flat fee financial planning and investment management firm working in and beyond Santa Fe and Albuquerque, New Mexico. He’s also the creator of the Bad Ass Retirement podcast. Most importantly, he is a family man, married to the love of his life Jasmin, and has 3 beautiful children.  

Notes: 

In this episode, Jose & Luis talk about the following and more: 

  • Retirement is a phase, not an event 
  • Why most financial plans are wrong and the importance of ongoing planning 
  • Using values based financial planning to achieve your goals in retirement 
  • Creating good habits to help transition into retirement and beyond 

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