Emotional Preparation for Retirement
Emotional Preparation for Retirement Retirement planning is about the numbers, but it also concerns the emotional side of transitioning from your accumulation years into a period where you begin to spend your savings. In this chapter, Rob talks about the identity shift that comes with retirement, how to reduce anxiety around finances, the importance of […]
What You Should Know About Annuities
An annuity is a financial product that is primarily used as a guaranteed income stream in retirement. But before investing in annuities, it’s important to understand the pros and cons. In this video, Rob explains how annuities work and offers cautionary tales of costly missteps that can happen when choosing annuities for retirement. Topics Discussed: […]
Market Correction During Retirement
Market corrections can be scary, but having a plan and following it is the key to your portfolio recovery. So what are your investment choices for this year, and what opportunities does a market correction present? Rob answers these questions and talks about how a correction can have on your portfolio once you’re in retirement […]