Listen to this episode of Retirement Answer Man to hear my tips for staying on track in your relationships and keeping your advisor on the same page.
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Since the recovery started in March of 2009, everyone has been waiting for the next big fall. Each time there is the slightest disruption in the markets, the financial media run to report it. They cry, "WOLF!!!! This could be the BIG ONE. WOLF!!!!"
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I work in a profession filled with smart people. But agility is more important than smarts when it comes to choosing a retirement advisor.
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Just like the market tells software developers how to improve their products quickly, I’ve created the framework for that same agility in your retirement process. I call it Agile Retirement Management.
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Most financial planners tell you how big your nest egg will be while relying on big assumptions that tell you how well the stock market or how less risky investments will perform. Then they chain you to the results, only reacting when the assumptions change in a big way. These faulty assumptions disempower you. I don’t say this to rail on the industry; just to show you there is a better, more complete way.
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A lot of business school revolves around creating a written business plan. Similarly, many financial planners working with clients spend a ton of time and effort developing a complex retirement plan.
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In this episode, we will dive into the good, the bad, and the ugly of modern retirement planning and you will see why it no longer offers an empowering course of action.
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