Robert Laura on Muck Rack

Robert Laura

Detroit
As seen in: Financial Advisor, MSN, Forbes, MarketWatch, Seeking Alpha, NJ.com, Next Avenue, Daily Trust, Forbes Japan, RealClear Markets, Advisorpedia's The Week Ahead Podcast, Powered by Tematica Research and
Robert Laura is a best-selling author, nationally syndicated columnist, seasoned conference speaker & trainer, as well as a pioneer in retirement psychology
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Articles

When Clients' Retirement Plans Change Directions

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By Robert Laura
| Financial Advisor
The man’s words struck a deep chord in me. “It turns out that the person I was planning for all along has changed … and that’s why despite doing everything right, it feels so wrong for me right now!” I knew in an instant how profound his statement about retirement was. The most significant factor that financial professionals and their clients underestimate about people’s transition to retirement is the level of change they will be forced to deal with.
Open in Who Shared Issue with article?

When Clients' Retirement Plans Change Directions

|
By Robert Laura
| Financial Advisor
His words struck a deep chord in me, “It turns out that the person I was planning for all along has changed… and that’s why despite doing everything right, it feels so wrong for me right now!” I knew in an instant how profound his statement was, so I shared, “You have no idea how many people you are going to help by sharing that with me! It concisely clarifies something that has plagued new retirees for years but has been kept silent and unexplored.” The most significant factor that financial...
Open in Who Shared Issue with article?

When Clients' Retirement Plans Change Directions

|
By Robert Laura
| Financial Advisor
His words struck a deep chord in me, “It turns out that the person I was planning for all along has changed… and that’s why despite doing everything right, it feels so wrong for me right now!” I knew in an instant how profound his statement was, so I shared, “You have no idea how many people you are going to help by sharing that with me! It concisely clarifies something that has plagued new retirees for years but has been kept silent and unexplored.” The most significant factor that financial...
Open in Who Shared Issue with article?
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