The Long View

Eric Weigel and Fritz Gilbert: Uncovering Blind Spots in Retirement Planning


Listen Later

Our guests on the podcast today are Eric Weigel and Fritz Gilbert. Fritz is a repeat guest on The Long View. He writes the popular Retirement Manifesto blog, and he also wrote a book about retirement called Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years. Eric Weigel is the founder of a retirement coaching firm called Retire With Possibilities, and he is also the author of a book on retirement called Reimagining Retirement: 9 Keys to True Wealth. Together they collaborated on a recent survey of retirees and preretirees to gauge their attitudes about retirement and to help flag potential blind spots about retirement planning.

Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | Spotify | Google Play | Stitcher

Background

Eric Weigel Bio

Fritz Gilbert Bio

Retirement Manifesto Blog

Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years, by Fritz Gilbert

Fritz Gilbert: Early Retirement Made Simple,” The Long View podcast, morningstar.com, Oct. 26, 2021.

Retire With Possibilities

Reimagining Retirement: 9 Keys to True Wealth, by Eric Weigel

Survey and Results

Retirement Perspectives and Attitudes Survey,” by Fritz Gilbert and Eric Weigel, retirewithpossibilities.com, May 2023.

Laura Carstensen: ‘I’m Suggesting We Change the Way We Work,’” The Long View podcast, Morningstar.com, Sept. 14, 2021.

7 Secrets to a Great Retirement,” by Fritz Gilbert, theretirementmanifesto.com, Feb. 2, 2023.

80th Birthday—FranklinCovey video

The End of History Illusion,” by Jordi Quoidbach, Daniel Gilbert, and Timothy Wilson, science.org, Jan. 4, 2013.

Blind Spots

Shining the Light on Retirement Blind Spots,” by Fritz Gilbert, theretirementmanifesto.com, May 18, 2023.

Introducing the 90/10 Rule of Retirement,” by Fritz Gilbert, theretirementmanifesto.com, Oct. 7, 2021.

Chip Conley

Holmes-Rahe Scale

Longevity and the New Journey of Retirement,” EdwardJones study, agewave.com.

Other

The Ten Commandments of Retirement,” by Fritz Gilbert, theretirementmanifesto.com, March 6, 2018.

...more
View all episodesView all episodes
Download on the App Store

The Long ViewBy Morningstar

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

809 ratings


More shows like The Long View

View all
WEALTHTRACK by Consuelo Mack

WEALTHTRACK

264 Listeners

Investing Insights by Morningstar

Investing Insights

490 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

730 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,278 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

497 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

935 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

562 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

591 Listeners

Sound Investing by Paul Merriman

Sound Investing

331 Listeners

Simple, but Not Easy by Morningstar

Simple, but Not Easy

84 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

177 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

127 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

161 Listeners

Big Picture In Practice by Morningstar, Ben Johnson, Julie Willoughby

Big Picture In Practice

10 Listeners

The Morning Filter by Morningstar

The Morning Filter

17 Listeners