Everywhere you look, the media seems to be promoting topics to stir up your fears. From continuing grocery store supply and chip shortages to health and the economy, etc. I don’t need to list all those news topics here as you probably know what I mean. It’s so hard to avoid the mainstream press or to tell what’s real news anymore. I try to read two or three publications looking for narratives that look like news and not opinion.
I don’t know about you, but I am ready for a sense of calm and predictability.
I find that in our business, no matter how clients express it, folks want guidance that fosters calm and predictability during their retirement years too. To guide clients navigating toward the calm, we first identify their unique needs and create a plan that provides solutions that accomplish their goals. Retirement planning is not a one-size-fits-all process.
Often folks come to us with concepts about how their retirement plans work, and sometimes their ‘concepts’ actually identify their worries. Did you know folks even consult their doctor for retirement guidance? I found this odd at first, but it is more common than you might think because of the personal relationship they have with their healthcare provider. They are managing their health after all…But then I realized a common thread, for instance, in managing your cholesterol and long-term care costs …Each professional is an expert in his field. As retirement planners, we have a common interest, you! Your doctor creates a plan for keeping your heart healthy. Your retirement planner creates the plan that keeps your finances healthy
Both professionals take common steps maintaining your ‘health’.
• Identify your needs by asking questions
• Share how particular options work and provide base level education so folks can make their own decisions
• Provide ways for managing the goal.
• Routine reviews
We understand how folks can get fearful when entering into a new realm such as retirement. It
doesn’t help when anxiety created by the media trickles into retirement concerns too. Our business
is based on calming your fears. We explain options so nothing scares you. I believe in looking at
each client as an individual – staying objective and unbiased.
I think I’d rather leave the scary ‘boos’ to the news media.