Financial Wisdom from Walt Disney

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Today’s Question:

What can we learn from the man with the mouse? We take quotes from Walt Disney and see how they fit in with your financial plan.

Click on the timestamps below to jump to specific topics. 

Confidence Corner

Walt Disney not only brought some beloved animated characters to life but had some memorable quotes as well. Which of these quotes might apply to your financial life?

He talked about getting to a point where you don’t work for money anymore. Retirement can be an interesting transition. After spending decades working long and hard hours, you may have to take time to adjust to retirement. Or, maybe you put off retirement a little longer or get a part-time job to work doing something you love.

When you think of Disney, you can’t help but think of Mickey Mouse. Walt said, “I hope we never lose sight of one thing…it was started by a mouse.” When you step back, what is the one thing you need to never lose sight of in your financial plan? Nathan says it’s your income plan in retirement. This is a foundational piece of your plan that you want to get set right. 

Have you ever felt like giving up when it comes to your financial plan? Walt considered the difference between winning and losing simply is not quitting. Do you feel ready to throw in the towel when the market falls? Consider what’s happened in the market since March 2020 and what the returns have been. Diversification is always your friend in order to face the ups and downs of the market.

Finally, have you been talking about doing something with your financial plan but haven’t done it yet? There are things you want to look into sooner rather than later. So reach out to a financial advisor to tackle your next steps. 

Listen to the entire episode or skip ahead using the timestamps below to see how you can best handle the stress that comes with retirement.

[0:50] We recap the holidays.

[1:27] What did Walt Disney say?

[1:10] “You reach a point when you don’t work for money anymore.”

[5:25] “I hope we never lose sight of one thing…”

[9:09] “The difference between winning and losing is most often just not quitting.”

[13:09] “The way to get things started is to quit talking about it and start doing it.”

A Point Of Wisdom:

The income plan for retirement is the foundation. Everything else you can look at, consider, play with, whatever.

-Nathan O’Bryant


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