Description
Why are most people planning for the wrong things in retirement?
What should they be planning for that they’re not?
To help answer these important questions, Psychologist & Behavioral Finance Expert Dr. Daniel Crosby stops by to discuss:
➤ What our happiness is determined by
➤ Why (contrary to popular research) more money can ACTUALLY make us happier
➤ What is the “PERMA model” and how can we use it to improve retirement success
We also discuss why retirees are more depressed than everyone else and what they can do to mitigate this risk.
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THE SOUL OF WEALTH:
Grab a copy of Daniel's new book, The Soul of Wealth.
The book explores what wealth really is and provides practical suggestions for how to change your thinking and your actions in small, powerful ways, for a wealthier life.
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FREE RETIREMENT PLANNING RESOURCES:
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.
You'll also receive my weekly retirement newsletter!
👉 Click here to subscribe and grab your cheatsheets.
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EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
✏️ Grab the Episode Show Notes
📘 Check Out the Retirement Podcast Network
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Published 11/21/24
Today, I'm talking about navigating the risks of concentrated investments.
Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions:
➤ How do you know if you have a "concentrated investment?"
➤ What are some little-known risks investors aren't considering?
➤How do...
Published 10/24/24