Are you doing the right thing to retire successfully? Interview with Dr. David Blanchett – Season 1: Episode 1

It was quite a ride in 2020. But regardless of where the markets are now, or have been, the financial goals for many people likely remain the same: enjoy retirement to the fullest, and don’t run out of money, before they run out of time.

Of course, there are no guarantees that every one of your goals will be realized; life just doesn’t work that way. The key is to set yourself up so that the potential for success is there — and to enlist the help of someone who works toward making it happen.

What are some of the most common mistakes people make in their financial portfolio?  If you have 10, 15 or more years to retirement, what are the steps YOU should take to strive to manage financial success?

Dr. David Blanchett, CFP®,CFA® , and head of the retirement research division of Morningstar Investment Management, spoke recently with Chris Panagiotu, CFP®, CRPS®, about market strategies for 2021, maintaining focus on your goals, and how a financial advisor may add potential value to your overall retirement savings.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

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