During the past year and a half (and counting), I don’t know anyone whose life hasn’t been impacted by the COVID-19 pandemic. As a result, many of us have experienced epiphanies and made positive changes to our lives. While not dismissing the terrible toll the pandemic has taken on many of us, I think it’s [...]
When most consumers purchase an item or service, they do comparative shopping. If it’s a house, you go online and search for comparable properties. The same can be said when shopping for a car or a household appliance. When I speak in front of a group of financial advisors, I’ll often ask them, “How many [...]
“The lack of money is the root of all evil."—Mark Twain As many of you know, the fifth edition of The New Retirementality was published last month. The book includes lots of new research (more on that below) and plenty of new-to-this edition material, while retaining the time-tested tools and concepts readers have enjoyed and [...]
“Life is like riding a bicycle. To keep your balance, you must keep moving." -- Albert Einstein Last month, I approved the final files for the fifth edition of The New Retirementality. The new edition is a significant revision, including lots of new material. Look for the new edition in your local or online bookseller [...]
“Attitude is a little thing that makes a big difference." -- Winston Churchill In a study conducted last year by the FPA and other research partners, “The State of Client Understanding,” several interesting findings were shared. For those of you who already embrace life-centered planning™, the findings are not a surprise as much as an [...]
The Pursuit of Happiness “Happiness is not something ready made. It comes from your own actions." -- Dalai LamaI recently received a letter from an advisor that talked about how The New Retirementality had profoundly impacted his life. Here’s a brief excerpt: “Most everyone we knew, young or less young, were letting fear or greed [...]
“Try not to become a man of success, but rather try to become a man of value." -- Albert Einstein Regardless of how you felt about the late John Bogle, we can all agree on one thing—the mutual fund pioneer was a disruptor. He looked at investing in a whole new way and changed the [...]
“Don't let money run your life, let money help you run your life better." --John Rampton, CEO of Due Like lots of other industries, the financial services community is transitioning as boomer markets mature, and younger generations—both Gen Xers and millennials—evolve. Don’t get me wrong—boomers are still an important part of any financial practice and [...]
“The only two things that really make you happy are having your health and people that love you, and money can't buy either one." -- Warren Buffet I recently spoke at a conference in England and was pleased to learn that my talk hit close to home for a lot of people in the audience—and [...]
by Mitch Anthony “The trouble with retirement is that you never get a day off." - Abe Lemons, Oklahoma City University basketball coach In a recent New York Times article about planning for retirement, the reporter laid out a year-by-year plan of action for people expecting to retire in about five years. The advice included: Five years [...]