Do financial advisors have to work with clients at or near retirement to be successful? Alanah continues her conversation with Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to put the kibosh on some enduring success myths.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Do financial advisors have to work with clients at or near retirement to be successful? Alanah continues her conversation with Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to put the kibosh on some enduring success myths. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Ep. 35: Dispelling Retirement Planning Myths

Welcome to The Advisor Launch Lab, the podcast where hosts Alanah Phillips, Iyana Harris, and Lindsay Lewis help financial advisors and leaders grow with intention. Each week, we empower next-generation professionals and their mentors to overcome the uncertainty of building a meaningful career in financial services. Through candid conversations and real-world stories, we share practical strategies to strengthen leadership, elevate communication, and unlock professional potential. Whether you are mentoring the next generation or becoming it, The Advisor Launch Lab helps you lead with confidence and clarity from day one.

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Ep. 35: Dispelling Retirement Planning Myths

Ep. 35: Dispelling Retirement Planning Myths