Recently, Jon had an opportunity to travel to Yale University and meet with two of the most respected individuals in the field of investing: Dr. Roger Ibbotson and Dr. William Goetzmann.

Dr. Ibbotson, founder of Morningstar, has revolutionized how we think about investments and risk. His colleague, Dr. Goetzmann has done extensive research in alternative investments, hedge funds, and the risk-reward relationship.

They are not only geniuses in their field, but now themselves are approaching retirement and understand the questions that many individuals have about investments in this next phase of life.

On this episode of The Retirement Solution, Jon asks for their insight on the many financial concerns retirees are facing today…This is their conversation.

Connect with Jon and his team at J Hagan Capital to learn more about building your retirement plan.

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