Apr 11, 2024
Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the complexities and challenges of retirement planning in the modern era. Gresham discusses the evolving nature of retirement, emphasizing the gap between people's expectations and their level of preparation. He highlights the importance of planning and adapting to changing needs, both financially and emotionally. The conversation also touches on the role of financial advisors in guiding clients through these challenges, stressing the need for improved communication, understanding of aging, and comprehensive approaches to managing retirement finances and health considerations.
Learn more at https://publications.investmentsandwealth.org/iwmonitor/library/item/november_december_2023/4161432/