Golden Years: A Roadmap to Navigate RetirementOpen-Mindedness: The Key to Financial Success
Golden Years: A Roadmap to Navigate Retirement
At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (or chapter) of their lives, a time of increased per…39 clip(s)
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Mark discusses the psychological impact of October on financial markets, emphasizing the importance of a long-term investment strategy over short-term fears. He introduces the 'two-pocket approach' to retirement planning, which advocates for a portion of investments to be protected from market volatility. The conversation also explores the balance between data-driven decision-making and emotional factors in retirement planning, highlighting the need for open-mindedness and realistic expectations among clients.
