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Retirement advice we’re not getting from financial advisers

By |2022-03-22T20:53:15+00:00March 22nd, 2022|

‘Where should I live and what am I going to do?’ Investment performance is important, but there’s so much more Originally posted at by Richard Eisenberg, March 19, 2022. Retirement is one of the Top 10 most stressful life events, according to the psychiatrists Thomas Holmes and Richard Rahe. As someone who recently began [...]

How to plan for long life

By |2021-06-07T20:54:17+00:00June 7th, 2021|

Originally posted at by The Straits Times, April 25, 2021. (NYTIMES) - Ms. Dani Rizzo and Mr. Adam Hoyt are diligently saving for retirement. They are putting away money each month and monitoring their .vestments. They are looking ahead, as a couple, and trying to be socially responsible. She is 33, and he is [...]

Retirement: Preparing for the challenges (they’re not only financial)

By |2021-06-07T20:40:37+00:00June 7th, 2021|

Originally posted at by Brian Loy, the Reno Gazette Journal, April 28, 2021. I used to think that 10,000 Baby Boomers turning 65 years old every day until 2030 was astounding. However, that rate is only going to increase with subsequent generations from 11,000 a day for Gen X to 12,500 a day for millennials, [...]

Mindset Mastery Podcast by NAPFA #13: “Hard Times Call for Soft Skills”

By |2021-03-09T21:12:05+00:00March 9th, 2021|

Originally posted at by NAPFA, the National Association of Personal Financial Advisors, March 1, 2021. In Episode #13 of Mindset Mastery, “Hard Times Call for Soft Skills,” best-selling author and long-time leader of the Life Centered Financial Planning movement, Mitch Anthony, talks with Mindset Mastery host Marie Swift about resiliency, positive psychology, and how [...]

If You Live to 100, You’ll Need More Than Money

By |2021-03-09T20:42:12+00:00March 9th, 2021|

Originally posted at by John F. Wasik, New York Times, March 6, 2021. The number of centenarians in the U.S. is growing steadily. If you join them, you’ll need not just a robust retirement fund but also a plan, and a purpose. Dani Rizzo and Adam Hoyt are diligently saving for retirement. They’re putting [...]

To Your Wealth, by Justus Morgan: Reader beware

By |2021-03-09T20:30:57+00:00March 9th, 2021|

Originally posted at by Justus Morgan, Financial Service Group, Inc., March 7, 2021. I'd like to start with a confession I’ve wanted to make for a while. When I write a column, I intentionally leave out information. It’s not that I have a burning desire to lead you astray but rather I have a [...]

Beyond your elevator speech: The value of a guide

By |2020-11-04T21:47:35+00:00November 4th, 2020|

Originally posted at by Lewis J. Walker, CFP, Capital Insight Group, August 19, 2020. Any basic marketing guide 101 says a person who wishes to be hired should have an “elevator speech.” That’s a 30-60 second concise statement explaining who you are and why you should be hired during the short time you’re in [...]

Using ‘Maslow meets retirement’ when planning your life income

By |2020-11-04T21:40:04+00:00November 4th, 2020|

Originally posted at by Adam Bacher, Adam Bacher & Associates Wealth Management, August 25, 2020. You might remember thinking back to school or university days learning about Maslow’s hierarchy of needs pyramid. Just to remind you, in 1943 Abraham Maslow, an American psychologist, proposed in his research paper a theory around the theme of [...]

Book Review: “The New Retire-mentality” by Mitch Anthony

By |2020-11-04T21:30:15+00:00November 4th, 2020|

Originally posted at by Mike Drak, Contributor, September, 2020. I continue to read a lot of retirement books because I understand the importance of being open-minded to other views. I want to see retirement through the eyes of insightful people who might see things differently from me. That’s how I continue to learn. A [...]


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