Changing the Rules

Episode 10: Helping Clients Plan Their Golden Years: Marc J. Bernstein, Guest

Episode Summary

People tend to think of retirement planning as accumulating a specific dollar amount to live on for the rest of their lives. But how do they really know what the right number is? Unless you know how you want to spend your money, you can't know how much you need, and how it should be allocated among savings and investment accounts. Today we speak with Marc J. Bernstein, author of Fiscal Therapy Solution 1.0, about how he helps his clients avoid putting the cart before the horse and planning their lifestyle before they look at the money.

Episode Notes

Marc J. Bernstein:

The Luckiest Guy in the World, Ray Loewe