October 2020
Beginner
384 pages
10h 26m
English
Content preview from Rattiner's Secrets of Financial Planning
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CHAPTER 8Dispensing Advice on Retirement Planning
So, what does retirement mean today? What will it mean in the future? Will retirement be based on myth or past experiences that we have seen employed by the generation before us? Will we retire once, then again and ultimately again? To sum it up as in previous chapters, “This is not your father's Oldsmobile!” This chapter is going to focus on the strategies that need to be discussed with the client to ensure that the client is maximizing the planning necessary to have a successful retirement (whatever that means!).
There is so much discussion within our profession on this subject. Everyone has very definitive opinions. I asked some of the leading experts in our industry about their thoughts on retirement planning. All continue the initial discussion above with some very defining thoughts.
SHIFT IN THE DEFINITION OF RETIREMENT PLANNING
“The biggest fundamental shift we will see is in the concept of retirement. That's going to go away from retirement and toward financial independence. Work would be optional. It will be based on what you'd like to do. In the past, retirement was based on the fact a worker could not work anymore because of that individual's ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.