Today’s guest is David Littell. David is the Joseph E. Boettner Chair in Research at the American College of Financial Services, where he teaches and develops courses and textbooks. In fact, he’s the co-creator of the Retirement Income Certified Professional (RICP) designation and coordinates its course curriculum!

His work has helped countless financial advisors, including myself, better plan for retirement needs and understand how to work with older clients.

However, for today’s conversation, I’m catching David at a truly interesting time in his life: his own transition into retirement. He joins the podcast to talk about why he decided to do it at the age of 66, how he continues to bring value to his community as he builds a bridge to retirement, and the many decisions - financial and otherwise - that come along the way.

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