President of this 3rd generation planning-first firm explains how “behavior drives outcomes”

Welcome to episode #34 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Lance Drucker and they have a long and in-depth discussion about the proper way to save for retirement, misconceptions that people have, and advice for handling Social Security.

Lance Drucker is a financial advisor, author, and eminent speaker, and the President and CEO of Drucker Wealth Management. He authored the book “How to Avoid Bag Lady Syndrome: A Strong Woman's Guide to Financial Peace of Mind.” His company is a 3rd generation firm serving pre-retirees nationwide. He has been honored as a multi-year recipient of the Five Star Wealth Manager Award,* which was awarded to him in 2012, 2013, 2014, 2015, 2016 and 2017.

 

 

Here is what to expect on this week’s show:

Why Lance decided to go into financial planning and help people to retire comfortably.

The philosophy behind Lance’s approach to helping pre-retirees plan for retirement.

Why planning for retirement is similar to a three-legged stool approach, and what those three legs represent.

Important information about how to think about investing correctly long term to properly set yourself up.

Some of the insights in Lance’s book, How to Avoid Bag Lady Syndrome: A Strong Woman's Guide to Financial Peace of Mind.

The most common misconceptions that the average consumer, and the average financial advisor, have about Social Security.

 

Relevant Links:

http://www.druckerwealth.com/

 

Connect with Lance:

LinkedIn: https://www.linkedin.com/in/lancedrucker/

Twitter: https://twitter.com/druckerwealth

 

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