Too often, people have the vague assumptions about retirement and assume it will all just work out. But as professionals we know that’s not the case and often see it with estate planning, right? We have this perfect couple who have even more perfect children. They assure us, if something were to happen to them, everything would be alright. A few years later, the estate is still in court and two or three of the parties aren’t talking to each other anymore. Families and retirement don't need to end up like that, and a little planning can go a long way.
Reality is, the time we have with clients, and the time they have in retirement is important. Our time with them shouldn’t be spent completely on making sure they have enough money to leave work behind. Instead it should focus on how we can help them apply those resources to building a stronger social network, strengthening their marriage or family relationships, connecting with a higher purpose and staying relevant to the world.
Take it from me, Jesse or James, time is a valuable tool if you know how to invest it!
Robert Laura is the president of SYNERGOS Financial Group, the founder of RetirementProject.org and pioneer in Certified Retirement Coach training. He can be reached at [email protected].