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Bestselling Author and Retirement Planning Expert, Matt Richman, discusses why many retirees skip vacations, say no to experiences, and hoard assets for heirs—only to have those assets often spent within about 18 months. Matt explains how predictable “mailbox money” can relieve anxiety and give clients permission to spend. Michael ties it back to the bigger goal of using money to create memories, not just a pristine balance sheet.
By Matt RichmanBestselling Author and Retirement Planning Expert, Matt Richman, discusses why many retirees skip vacations, say no to experiences, and hoard assets for heirs—only to have those assets often spent within about 18 months. Matt explains how predictable “mailbox money” can relieve anxiety and give clients permission to spend. Michael ties it back to the bigger goal of using money to create memories, not just a pristine balance sheet.