Keen On Retirement

Here's a brief agenda that will help you cover the basics and prepare you and your loved ones for one of life's most challenging transitions.

Retirement can be a daunting life transition in and of itself. But while many new retirees are trying to figure out who they are without work, another important life role could be changing as well: mom or dad.

On today's episode, we discuss why some financial plans fail and how working with an advisor who cares about more than just your money can help.

Love may be forever, but even the strongest marriages go through their ups and downs. A recent study by the University of Bern analyzed data from more than 165,000 people, aged 20 to 76, to determine if there was a common trajectory to the satisfaction folks in long-term relationships experience.

Bob Buford's HALFTIME: Moving from Success to Significance offers a possible solution that's stuck with me ever since I first read the book about a decade ago. Buford was a successful cable TV exec who revaluated his priorities and made a very intentional plan for the second half of his life. I believe all seniors can adapt his three-part process to their retirement transitions and redefine who they are in a meaningful way.

None of us can control a war, inflationary concerns, natural disasters, or market volatility. If you're worrying about how global events are going to affect your financial plan, try to focus on things you can control. As we discuss on today's show, right now that means efficient tax preparation so that you avoid some common filing mistakes before Tax Day on April 18th.