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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.
Mitch Anthony has been creating innovative discovery approaches for the advisor community for the past two decades. He is known for having created “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life. Mitch and Steve Sanduski co-founded ROLAdvisor, a coaching community that is helping practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement.