I’m the host of the award-winning retirement podcast, the Retirement Answer Man podcast, author of the book Rock Retirement, and a practicing advisor walking life with people over age 50 transitioning into retirement. I’ve found most retirement planning reduces your life to a simple math problem. Your generation is likely going to live longer, be more active and have more financial responsibility than any previous generation. As a result, traditional math-focused planning usually generates a series of unappealing, limiting choices. After years of practical research, I developed the Agile Retirement Management process focused on helping people think more creatively about their life and having the right little conversations about life and money. There’s a place for investments, equations and spreadsheets—as long as they support your life and goals, and not the other way around.
