Keen On Retirement™

One lesson that was driven home again during the recent 24-hour news cycle surrounding the election was, “Don’t believe everything you read and hear.”

We can’t avoid aging but we can take steps today to help ensure that we and our loved ones are physically safe and prepared financially and legally for the complications that aging often brings.

Our guest today is Mark Wolf. Mark has been a close personal friend of mine for nearly 20 years. He also has a long history in the travel industry, and he is an expert on cruising.

Sometimes our mind can play behavioral investing tricks on us and cause us to make suboptimal financial decisions. Dr. Daniel Crosby is one of the country’s leading authorities on behavioral investing. He joins the show today to discuss some of the key learnings from his new book, The Laws of Wealth. We review some of the rules of behavioral self-management and cover some key ideas to remember so we can all make sound financial decisions.

Should you delay taking social security payments? When you’re retired, should you still try to “save” money each month and put it in a bank account just like you did before you retired? Those are just a couple of the questions we address in today’s show that were prompted from what our clients are asking us.

In today’s show, we take you behind the curtain and discuss our financial planning process. You’ll learn what goes into a plan, how numbers are calculated, and how they are personalized for each of our clients.