Do you ever feel like your retirement planning goals are always moving? You’re not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we’re diving deep into the psychology of retirement planning and the dangers of moving the goalposts.
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Retirement planning requires having every piece of the puzzle in place to ensure a successful transition to financial independence, and one of those pieces is investment planning, which takes thoughtful construction and execution.
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Walking away from a working career means leaving a consistent paycheck behind, and that can be a scary thought. How will you replace that income and ensure yourself that your money will last the rest of your life?
Read MoreThe common hesitation keeping people from beginning that relationship with an advisor is figuring out who to work with. It can be a challenge picking the right advisor because of the various designations, the different types of specialties, and worry that a person might just be trying to sell you a product.
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The number one question that every advisor hears from a client is when will they be able to retire? A number of factors will play into that timeline, but even if you are in a financial position to retire comfortably financially, are you actually ready to do that?
Read MoreIn order to build a financial plan that’s customized to your goals, it requires assessing a wide range of factors. Maybe one of the most important for determining your investment strategy is how well you handle risk.
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As you try to make the best decisions, you may get a lot of bad advice–even from people with good intentions. How do you know who to listen to? Whose advice is bad and whose is good? We’ll look at four common people we turn to and explain why you should be careful.
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For a long time most people have targeted 65 for retirement, which is older than most countries, but that might even go higher in the next few years. Those ages are already rising in countries like France and Spain as they move towards 67. Should you expect a later retirement date? And how does that impact planning? That’s what we’ll discuss today.
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Do you believe you need to be completely debt free to retire successfully? Or are you comfortable carrying some balances beyond your working years? Having a strategy for managing your debt along with the amount of cash you possess are two key pieces to a successful retirement.
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Have you ever heard someone tell you they don’t want to retire? Sometimes they might mean it, but other times it’s just a defense mechanism for the fact that they don’t feel prepared for retirement. Let’s take a look at some of the most common excuses and what they might actually mean.
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Not everyone wants to leave behind a financial legacy, but for those that do, it’s important to eliminate some of the common estate planning mistakes. Today we’ll identify five of those and explain what you need to do to keep your plan on track.
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