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.
Why the Average Investor Sees Lower Returns Than the Market Average 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% of that due to poor investment behavior. My guest, Dr. Daniel Crosby, is here to discuss that. Dr. Crosby is a psychologist and leading behavioral finance expert who helps organizations understand the intersection of the mind and the markets.
Here are the top four behaviors Daniel has identified as the primary tendencies people have can limit their market returns.
