And it shouldn't be, says Mitch Anthony. It should be a healthy, happy balance between vacation and vocation. Originally posted at The Street.com by Robert Powell April 25, 2019 The whole premise of retirement -- the leisure myth -- is a bit bothersome. So said Mitch Anthony, the founder and president of Advisor Insights [...]
Learn how investors really feel about money and why Originally posted at MarketWatch.com, by Morey Stettner Ask financial advisers what they discuss with their clients and you’ll usually get a one-word answer: money. Money of course can be a springboard for delving into all kinds of personal issues. But few advisers dig deep enough to [...]
Learn how investors really feel about money and why Ask financial advisers what they discuss with their clients and you’ll usually get a one-word answer: money. Money of course can be a springboard for delving into all kinds of personal issues. But few advisers dig deep enough to learn how their clients really think and [...]
The Department of Personal Financial Planning in the College of Human Sciences at Texas Tech presents the Life Centered Financial Planning certificate. Industry pioneer Mitch Anthony, founder of the Financial Life Planning Institute, developed the curriculum to teach both the personal skill sets and discovery methodologies, according to a news release. Two Tech staff members, [...]
In this podcast, Michael Kitces interviews Mitch Anthony about becoming an invaluable voice in your clients’ lives. This AICPA podcast is a sneak peek into Mitch’s session, You and Your Clients, at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE. Mitch talks about how to connect with your clients in a way that [...]
Originally posted at Money Marketing If you had told me 10 years ago that not only would I be a chartered financial planner but that I would enjoy it so much I would be reading about the “science” of retirement and the “new retirementality” in my spare time, I reckon I would have asked you [...]
Originally posted at Kitces EXECUTIVE SUMMARY As the pressures of commoditization on investment advice continue to increase, more and more advisors adopting financial planning and wealth management services for their clients. Yet compared to the world of investing – where an advisor’s value proposition can be clearly articulated and measured in dollars and cents – [...]
Originally posted at Financial Planning Today , by Julie Lord. Over many years the big insurance and investment companies have been portraying retirement as one big vacation where sensible savers can play golf or lounge about on sandy beaches, living their retirement dreams. The same companies are guilty of scaring people about how much money they will [...]
Originally posted at Reno Gazette Journal , by Brian Loy. The average American spends four decades dreaming and saving for retirement. Some transition well. Others struggle. Advertisers portray retirement as a life of leisure – endless walks on the beach and rounds of golf. But as Mitch Anthony wrote in “The New Retirementality,” playing golf every [...]
Originally posted at Yahoo Finance , by Ben Carlson. FILE – In this Wednesday, May 3, 2017, file photo, specialist Anthony Rinaldi works on the floor of the New York Stock Exchange. (AP Photo/Richard Drew, File) This post first appeared on A Wealth of Common Sense. In the U.S., the standard distance between railroad train tracks [...]