top of page

Five Things Advisors Should Tell Clients About Retirement

In this this article, Robert Laura takes a different, and interesting, perspective on retirement.  His key key points include:1) Health Is Wealth,2)  Time Is Of The Essence,3) There is a dark side,4)  Work Is What You Do, Not Who You Are,5)  Retirement Is An Oxymoron

If you are retired – or thinking about retirement someday, this is worth reading.

I welcome your thoughts.


Retirement today is a lot like an iceberg, where 90 percent of what’s really taking place is below the surface, absent from ordinary investment conversations and mainstream retirement planning. Almost 100 percent of retirement planning is focused on financial issues and concerns, yet about 99 percent of life in retirement has very little to do with money. The retirement issues and opportunities that were never part of advisor/client discussions are now being thrust into mainstream planning; not necessarily by choice but because the new Age of Retirement  requires a new and different planning path.

Gone are the days of retiring at 65, living on Social Security, a company pension and personal savings only to die at age 68. The advisor is now responsible for helping retirees prepare for the things that no one tells them about.

1) Health Is Wealth

1 view0 comments

Recent Posts

See All

An investing guru who wants to rescue your retirement

Charles Ellis, one of the most revered figures in American investing, hates to waste time. Especially when it comes to an issue over which the clock is ticking: America’s retirement crisis. “I didn’t

Breaking down retirement risks – MarketWatch

This is a very good article about the risks you face in retirement.  It was written by Wade D. Pfau, Ph.D., CFA, , a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Pl

Invest in a Roth 401(k) If You Can

This is a good article about the value of using a Roth 401k – which I find are becoming available much more frequently.  They are a good idea, but, as with most aspects of financial planning, the best


bottom of page