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Couples may not realize that each spouse has a different vision for retirement. He may want to golf, while she wants to travel. Not to mention the added damage the latest market meltdown may have inflicted on their savings. Help couples prepare both financially and psychologically for their golden years with these tips on communicating, debt, long-term care, and Social Security.
With Americans living 20 to 25 years beyond 65, a happy retirement isn't a given anymore. Help clients "rewire" their futures for fulfillment by getting at their hidden satisfaction "drivers." Be the advisor who really understands what makes individual clients tick—and you'll be the one that gets the referrals.
Horsesmouth Essential: Discussing nonfinancial issues with clients approaching retirement shows you understand the big picture. That enhances your credibility, deepens clients’ trust, and strengthens their loyalty. Use these questions to guide your conversations.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025