For many, retirement is easier said than done, with a lot of uncertainty about what to do and how much it will cost. In this episode, MDRT members discuss how they address the financial challenges of retirement with clients while helping them understand the questions that they should ask themselves.

You’ll hear from:

Harpreet Atwal

Richard Jones, CFP

Brent Kimball, ChFC, CFP

Michaela Scott, CFP, RICP

Episode breakdown:

0:33 – How much money you need vs. how much you think you need

1:24 – Getting people to understand how to think critically about retirement

2:10 – The challenges of comparing one retirement to another

3:44 – A powerful question to ask clients

5:14 – Recognizing where money came from and where it’s going

6:40 – “You’re it for my family”

8:50 – The athletic chief of medicine’s quadruple bypass

11:31 – Helping clients acknowledge the impact of income-debilitating events

13:07- Two spectrums of rewarding experiences with retirement planning

Listen to the new monthly series, MDRT Presents: @mdrtpresents