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Retirement Resource Center
Where today's experts help you secure retirement
Buy now for $29 Overall Rating: Not yet rated Despite growing complexity in retirement planning, many Americans still approach this stage with uncertainty and anxiety. The 2023 Retirement Income Literacy Survey (RILS) reveals gaps in both knowledge and confidence among pre-retirees and retirees. These gaps can lead to poor decision-making, reduced plan adherence, and lower satisfaction …
Buy now for $29 Overall Rating: 4.4 / 5 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities – Dorian Mintzer In the 21st Century, the landscape of retirement is changing. People are living longer and retirement is no longer thought of as a destination, but as a transition: with an …
Buy now for $29 Overall Rating: 4.7 / 5 Snowbirding – Living in More Than One Location in Retirement – Steve Parrish As our clients prepare for retirement, many dream of splitting their time among residences. Because of weather, family, or wanderlust, they want to spend their retirement years in more than one locale. The …
Buy now for $29 Overall Rating: 4.7 / 5 Retirement Planning Beyond the Dollars and Cents – Robert Laura, CPRC Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. Fact is, people are failing at retirement at an alarming rate because they aren’t prepared …
Buy now for $29 Overall Rating: 4.9 / 5 The Psychology of Retirement – Robert Laura What if your biggest retirement threat is not inflation, health care costs, or running out of money? While these are important, each one pales in comparison to running out of family, friends, good health, and retirement happiness. It is …
Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. Estimating the True Cost of Retirement – David Blanchett Retirement is the most expensive “purchase” faced by most individuals. To properly forecast the value of assets during retirement, it is important to consider several other variables when …
Buy now for $29 Overall Rating: 4.7 / 5 AI in Action: Exploring the Use of ChatGPT in Retirement Planning – Eric Ludwig The retirement planning landscape is rapidly evolving with the advent of AI technologies. While these tools, like ChatGPT, offer promising enhancements in client communication and operational efficiency, they also present challenges in …
Buy now for $29 Overall Rating: 4.8 / 5 Grief Literacy for Financial Advisors – Kathi Balasek, MA As baby boomer women outlive their husbands, it will change who makes the financial decisions for an increasing percent of an advisor’s client base. Financial advisors who work with women and/or current widows may be ill-equipped in …
Buy now for $29 Overall Rating: 4.3 / 5 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau How much can I spend in retirement? Dr. Pfau has conducted an in-depth study and authored a new book that focuses on sustainable spending from investment portfolios in the face …
Buy now for $29 Overall Rating: 4.4 / 5 Adaptive-based Retirement Spending – Jamie Hopkins In an era of evolving financial landscapes, technological enhancements, and uncertain market conditions, traditional retirement income strategies like the 4% distribution strategy may no longer suffice. In fact, most of our planning today is too binary, focused on success and …
Buy now for $29 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins Overall Rating: 4.4 / 5 Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. The three most popular retirement income strategies today are 1) flooring, …
Buy now for $29 Overall Rating: 4.9 / 5 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc. The same is true for retirement saving: we all know we should be saving …
Buy now for $29 Overall Rating: 4.6 / 5 Adapting Your Communication Style for More Effective Client Relations –Joseph Tabers Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward conveying important information and building trust with the people …
Your one-stop retirement resource for financial services companies, wealth management firms, employers, public sector retirement systems, financial advisors, and future retirees.
