Ralph and Tim Short discuss the evolving landscape of retirement planning, emphasizing the need to rethink traditional retirement ages and the importance of personalized financial strategies. They highlight the significance of longevity in retirement, the necessity of having a purpose post-retirement, and the critical role of trust in financial advisor relationships. The conversation also touches on the challenges posed by social security and the importance of being proactive in retirement planning.

Join the Short's for the First Friday Happy Hour: Taxes & The Power Of "WHEN" register now at Welcome Home FP Events

Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn and Twitter/X.

 

See omnystudio.com/listener for privacy information.