The Golf Course Guide to Retirement Planning
RetirementListen:
On This Episode
Planning for retirement has a lot in common with playing golf. In this episode, Mark uses the golf course as a metaphor for smart investing and retirement planning. Retirement has its own “hazards.” Unexpected healthcare costs, tax surprises, market downturns to name a few. The danger isn’t just in the risk, but in not seeing it coming. Good planning doesn’t just aim for the green; it identifies the bunkers and creeks in your way.
Here’s what we discuss in today’s show:
⛳ Retirement & Investing: why consistency beats the search for a “hole in one” strategy
💸 Annuity Caution: understanding sales pitches that sound too good to be true
🎯 Right Club, Right Shot: how diversification helps you adapt to changing markets
🧾 Advisor’s Role: how an advisor acts as your financial caddy, guiding your full game plan
Thanks for joining us! We’ll be back for another show every other Thursday.
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