It’s always a version of the same question: “How much do I need to have saved in order to retire?” As planners, we are able to run calculations ad nauseam of amounts currently saved, future savings and annual return assumptions to project retirement needs.
Over the past week, I have had several clients mention the recent PBS Frontline special, “The Retirement Gamble” (Retirement Gamble). I have also read several negative comments from my industry regarding the piece. After finally finding the time to watch it this morning, I believe it was honest and well done. It is refreshing to see PBS do a piece that includes two of the three messages we try to relay to investors every day.
A Fiduciary places investors interest before their own
Fees steal returns and are one of the most important determinants in investment outcomes