Mitch In The News

/Mitch In The News

What’s Your Return on Life?

By |2019-12-04T22:08:11+00:00December 4th, 2019|

Originally posted at fpa.com.au, by Jayson Forrest, during September 2019. For a more sustainable business model, Mitch Anthony encourages planners to change their central value proposition to one that is focused on the life of the client. As we rapidly head towards a new decade, the traditional role of the advice professional has never been [...]

The Monetary Benefit of Delaying Retirement

By |2019-11-25T21:02:07+00:00November 25th, 2019|

Originally posted at forbes.com, by David John Marotta, on November 11, 2019. As clients get older, they often start to feel obligated to retire. They love working, but they are 65 or older and all their friends are doing it. The traditional concept of retirement is called a “cliff retirement” because it is so abrupt. [...]

Repositioning your value from ROI to Return on Life

By |2019-11-25T21:03:53+00:00November 25th, 2019|

Originally posted at advisorservices.schwab.com, by  Charles Schwab & Co., Inc., during October 2019. Key points: • As competition increases, more independent advisors are offering comprehensive financial planning. But, for many, the way they communicate their value has not kept pace. • One of the best ways to protect your client relationships from competition is to [...]

The New Retirementality

By |2019-11-25T21:11:26+00:00November 25th, 2019|

Originally posted at fedsmith.com, by Brandon Christy, on October 3, 2019. In Mitch Anthony’s book, The New Retirementality, he provides a modern perspective of what retirement really means. This book is a great resource for federal employees who are considering what they want from retirement. Retirement was first seen as successfully coming to the end of [...]

Why traditional retirement doesn’t work

By |2019-11-25T19:22:10+00:00November 25th, 2019|

Originally posted at pressofatlanticcity.com, by Eric Reich for the Current, on September 27, 2019. I heard Mitch Anthony, founder and president of Advisor Insights Inc., speak at a retirement conference recently, and he said “retirement doesn’t work.” This really resonated with me. Having spent 22 years in this industry working as a retirement specialist, I [...]

How to Plan to Not Retire

By |2019-09-12T20:45:48+00:00September 12th, 2019|

Financial planners need to come alongside their clients as they define their own version of the retirement life stage. Originally posted at moneyweb.co.za, by Eric Jordaan - Crue Invest (Pty) Ltd  , on September 11, 2019. If you are planning to work for the rest of your life, it is entirely understandable if saving for [...]

Summer Reading List

By |2019-07-24T19:30:40+00:00July 24th, 2019|

“Best Books” For Financial Advisors – 2019 Edition Originally posted at kitces.com , by Michael Kitces, on June 10, 2019. For so many, the season of summer is a time of vacation and family trips, whether for some rest and relaxation or just to get away from the local heat. And the fact that clients [...]

You’re probably not ready to retire — psychologically

By |2019-05-22T16:48:34+00:00May 22nd, 2019|

Your emotional ‘glide path’ is as important as your financial plan Originally posted at MarketWatch, by Jonathan Burton, on May 22, 2019. Retirement ain’t all it’s cracked up to be. In fact, if they’re not careful, a lot of folks will crack once they retire. Perhaps no other stage of life triggers such intense feelings [...]

Retirement Isn’t All Fun and Games

By |2019-05-15T20:37:18+00:00May 15th, 2019|

And it shouldn't be, says Mitch Anthony. It should be a healthy, happy balance between vacation and vocation. Originally posted at The Street.com by Robert Powell   April 25, 2019 The whole premise of retirement -- the leisure myth -- is a bit bothersome. So said Mitch Anthony, the founder and president of Advisor Insights [...]

This one skill separates the best financial advisers from the rest

By |2019-04-24T16:27:45+00:00April 24th, 2019|

Learn how investors really feel about money and why Originally posted at MarketWatch.com, by Morey Stettner Ask financial advisers what they discuss with their clients and you’ll usually get a one-word answer: money. Money of course can be a springboard for delving into all kinds of personal issues. But few advisers dig deep enough to [...]