27 min listen
Key Investing and Behavioral Messages for Advisor-Client Meetings (Episode 51 Rebroadcast)
Key Investing and Behavioral Messages for Advisor-Client Meetings (Episode 51 Rebroadcast)
ratings:
Length:
39 minutes
Released:
Feb 21, 2022
Format:
Podcast episode
Description
In this rebroadcast of an episode from 2020, we explore why advisors might change the focus of annual meetings to progress updates with Ryan Murphy, head of decision sciences at Morningstar Investment Management. And Daniel Needham, president, shares his thoughts on how to keep investors focused on the long term.
Released:
Feb 21, 2022
Format:
Podcast episode
Titles in the series (100)
"The Largest Purchase Most Americans Will Ever Make": Researching the State of Retirement: When you save and invest, most likely your biggest financial goal is retirement, a topic that can be daunting or even frightening on both a personal level and on a macro level. Host Drew Carter discusses the state of retirement with David Blanchett, head of retirement research at Morningstar Investment Management, who has called retirement the "largest purchase most Americans will ever make." Today's discussion revolves around the "right" age to retire, online savings and management tools, retiring earlier than planned, and how far off people tend to be when planning for retirement, as well as if there is in fact a retirement crisis. by Simple, but Not Easy