Description
Cookin' Up Your Retirement Plan
Episode 178
In today’s episode, I speak with Marcia Mantell, the founder of Mantell Retirement Consulting. She is a thought leader, speaker, and author with over 30 years of experience in the financial advisory and retirement field. She is passionate about translating challenging retirement concepts into everyday language and motivating people to plan for and achieve the retirement they desire.
Marcia is a graduate of the University of Rochester and holds a Retirement Management Advisor (RMA®) designation. She is an active member of the Investments & Wealth Institute (formerly IMCA), where she lends her expertise to developing the curriculum. And she has earned the National Social Security Advisor® (NSSA) certification. In 2021 Marcia was named a ThinkAdvisor 2021 Top Influencer.
In this episode, Marcia shares the ingredients and recipe for a successful transition into your retirement years found in her latest book, Cookin’ Up Your Retirement Plan.
Listen to this podcast and discover:
The number one mistake people make approaching retirement
Why she decided to write a recipe book about retirement
Thought-provoking ideas on reversing women’s retirement savings gap
How advisors can better serve women as they plan for their future
How women can take control of their financial future, even if they don’t have an advisor
Want to connect with Marcia? Here's how:
Website: Mantell Retirement
LInkedIn: Marcia Mantell
witter: @MarciaMantell
Blog: Boomer Retirement Briefs
That 401k Isn’t All His: Critical Information for Married Women
Keeping up a strong credit score is critical in retirement
The Hidden Importance We Often Overlook
See Marcia and Kathleen LIVE in DC.
Marcia and Kathleen will both be speaking at the Alliance for Lifetime Income in Washington, DC on May 16, 2023. This event is open to advisors, researchers and the general public.
Hope to see you there!
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