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Ron Blue talks with Mitch Anthony about "Avoiding Retirement Pitfalls." Ron will share some of his own personal journey answering the retirement question for himself, while Mitch will offer insights about common pitfalls based on his extensive work with clients on this topic. Both Mitch and Ron have spent significant time seeking to develop a biblical understanding of retirement, and both have developed some key questions around which to interact with clients on the topic. You will be equipped with deeper understanding and with practical ways to meet clients where they are as you help them plan their most meaningful retirement years.
About the Speaker
Mitch Anthony
Advisor Insights, Inc.Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.) Mitch is recognized around the globe for his pioneering work in life-centered planning and is a consistently top-rated presenter. He has also been named one of the financial services industry’s top “Movers & Shakers.” Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, The New Retirementality, and Life-Centered Financial Planning (2020).
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