In retirement planning, what is your retirement personality?

When presenting a plan to a new retirement planning client, it sometimes resonates, and sometimes I get a blank stare in response. I can tell if a retirement plan doesn’t click with a client right away. But why do strategies that resonate with some clients fail with others?

Not because these latter plans don’t work, but because they don’t match the customer’s retirement personality. If a customer’s way of thinking about money does not align with the plan, it is less likely to resonate. search by Dr. Alejandro Murgo (Opens in a new tab)ia and Wade Pfau Show that there are four main ways people approaching or retiring think about money.

1. Time division approach

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