Retirement Advisor: Living In A Van Down By The River

Published: Oct. 23, 2019, 9 a.m.

Chris Moody, a political journalist laid off by CNN, used the opportunity occasioned by his financial dislocation, to search for a redefined American Dream. I offer my takeaways as to the relevance of Moody’s experience to clients planning their retirements. Specifically, this podcast (5:20) argues that just as we need to allocate our clients’ investment assets properly, clients’ goal-setting requires thought about the ideal allocation of their time and the right balance as to how much wealth will really benefit them. Learn more about your ad choices. Visit megaphone.fm/adchoices