A new book from former CEO Jack Brennan dives into asset allocation, how to stay on track when things get rough, and why retirees should have professional financial advice
This is a good interview Mark - Thanks. I so agree with Jack's comment on 'continuity' in the context of the 'money' spouse dying: the trusted advisor becomes worth their weight in gold at that point to the remaining spouse. And its not just about whether or not there is enough money, its knowing where it is and where documents are etc.!! I have the book for my wife except its a couple files on a computer with occasional updates deposited with my advisor.
And again, your comments on Medicare! So right on!!! I have been counseling some a little behind me in entering Medicare... I'm about ready to write a 'white-paper' on it... too much work to get completely covered.
This is a good interview Mark - Thanks. I so agree with Jack's comment on 'continuity' in the context of the 'money' spouse dying: the trusted advisor becomes worth their weight in gold at that point to the remaining spouse. And its not just about whether or not there is enough money, its knowing where it is and where documents are etc.!! I have the book for my wife except its a couple files on a computer with occasional updates deposited with my advisor.
And again, your comments on Medicare! So right on!!! I have been counseling some a little behind me in entering Medicare... I'm about ready to write a 'white-paper' on it... too much work to get completely covered.
Steve