Happy New Year!!
I can’t believe The World Series of Success is Next week! And It’s in Kansas City!!
Celebrating Advisors Excel 20th anniversary is going to be next level.
- Coach K, Zac Brown Band, Eric Thomas…and even BIGGER Suprises will be happening!
2025 is going to be HUGE and I can’t wait to get going.
See you there!
Quote I’m loving this week:
“Be at war with your vices, at peace with your neighbors, and let every new year find you a better man.”
~ Ben Franklin
Here are your Quick Hits:
Our Retirement Goal for 2025: Make Home a Place of Comfort—and Change
- Great article to print out and have in your waiting area or share with clients!
- “The first few years in retirement are often the most difficult. But they also can set the stage for how you’ll fill the years ahead—both financially and psychologically. Stephen Kreider Yoder, 67, a longtime Wall Street Journal editor, joined his wife, Karen Kreider Yoder, 68, in retirement in late 2022. In this monthly Retirement Rookies column, they chronicle some of the issues they are dealing with early in retirement.”
Even Rich Retirees Fear Outliving Their Money
- Perfect topic to talk about on your weekly shows.
- “Studies show those who spend more report greater satisfaction in retirement, yet older Americans often live below their means. The prospect of a life of 95 or 100 years turns many into penny-pinchers, reluctant to spend their hard-earned savings now with so many years of bills remaining.”
AI-washing, elder fraud, reg rollback: 5 big compliance trends in 2024
- “With Donald Trump returning to The White House next month, expectations are that deregulation will be the order of the day. But before coming to that point, it’s worth taking a look back at what regulators did in the previous year.”
- “A pair of lawsuits filed against Charles Schwab purport to lift the veil on some of the unsettling practices that deprive thousands of seniors of billions in retirement savings every year. The cases also raise serious questions about what wealth managers should be doing to prevent the plague of elder fraud.”
