He shares some of the biggest and most common risks clients may face when planning their retirement, including inflation and how personal growth can combat that.
He talks about best practices for helping clients achieve a successful and satisfying lifestyle in retirement. Pia also talks about the loss of health in retirement and how to make decisions about healthcare and asset distribution. Learn more about Gary Pia and Mission Street Wealth Planning at MissionStreetWealth.com. Navigating Retirement with Purpose with Amy Braun-Bostich: Fiduciary Voices #FinLit Series12/20/2024
With almost 35 years of experience in the profession, she talks about the client relationship side of financial planning, shares advice for advisors, and some impactful client stories. Braun-Bostich shares some of her expert insights into retirement planning, including recognizing those who struggle with retirement, emotional well-being, risks, and more. She also discusses creating a successful and satisfying retirement for clients and how advisors can help clients feel comfortable spending and giving their money.
Learn more about Amy Braun-Bostich and Braun-Bostich & Associates at Braun-Bostich.com.
Nearing her own retirement, she discusses the emotional side of having deep client relationships and impactful client stories. Sheckels also talks about the biggest anticipated and unexpected risks people face when transitioning into retirement, including accounting for inflation, health issues, and more. She shares some best practices advisors can implement to help clients achieve their ideal retirement.
Learn more about Lydia Sheckels and Wescott Financial Advisory Group at Wescott.com
Robinson describes his journey into financial planning and reflects on his involvement with organizations like ACP and NAPFA, imparts wisdom for young advisors, and shares transformative client stories that highlight the value of tailored guidance. From consolidating accounts to alleviate a widow's fears, to addressing the emotional hurdles of transitioning into retirement, Robinson emphasizes how sound planning extends beyond finances to support serenity and contentment.
Learn how Robinson simplifies complex finances, creates reliable income plans, and empowers clients to embrace retirement with confidence and peace of mind. Perfect for financial professionals and anyone planning their next chapter. Learn more about Ken Robinson and SAX Wealth Advisors at SAXWA.com. |
