Racing to Retirement - Retirement Income Planning Workbook
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Will you be filling your days in retirement or will your days be fulfilling in retirement? It's never too early—or late—to take charge of your retirement.
This workbook covers:
Visualizing your retirement by uncovering your goals and dreams for your retirement life.
Building your roadmap by identifying your income sources and retirement expenses, then evaluating the gap you have between the two.
Optimizing your resources by building a cohesive strategy to address every aspect of your retirement, tax, and estate plans.
The Behavioral Investor with Dr. Daniel Crosby
Over the last 20 years, the market has returned an average of 8.25% annually, but the average investor has earned just 4%. Why? This week on Protect Your Assets, Dr. Daniel Crosby, chief behavioral officer at Orion Advisor Solutions, author of several best-selling books, and host of the podcast Standard Deviations is our guest. He’s here to discuss the intersection between the mind and markets.
Find out what behaviors you may be unknowingly exhibiting that are limiting your investment returns and how you might be able to hedge some of your behaviors with the help of a financial professional.
