I’m the host of the award-winning retirement podcast, the Retirement Answer Man podcast, founder of the Rock Retirement Club and a practicing advisor walking life with people over age 50 transitioning into retirement. I’ve found most retirement planning reduces your life to a
Your Most Powerful Retirement Planning Tool
An agile retirement plan is your map for living a fulfilling life in retirement. Without one, you risk missed opportunities and perhaps regrets.
The Most Important Rules For Retirement Planning? Yours!
Retirement planning should start from the inside with your values, goals, and dreams, not be dictated by outside rules and guidelines.
Retirement Planning Isn’t Complicated.
Retirement planning is not the complicated problem that you imagine. It's complex. Here's why that distinction matters.
The Most Often Overlooked Step In Retirement Planning
Beginning with a vision is a fundamental difference between retirement planning and investment planning. What do you want your life to look like in retirement?
Retirement Planning Is More Than Financial Planning
Traditionally, retirement and financial planning have been treated the same. My assessment may shock you. Retirement planning is not financial planning.