What Can We Learn About Retirement Planning From Baseball?

How can you walk off a winner into retirement? Listen in as Mark dives into the key areas of retirement planning through the lens of America's pastime.

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How can you walk off a winner into retirement? Listen in as Mark dives into the key areas of retirement planning through the lens of America’s pastime.

Remember the popular baseball movie “Moneyball” and concept of making decisions based on the math and the data? Mark will tie that into what he does in financial planning. Plus we’ll explain why it’s important to have a well-rounded approach in retirement planning and how to avoid the big strikeouts in investing. Join us to hear why a well-versed advisor is the key when you’re ready to make the call to the bullpen!

 

Here’s some of what we discuss in this episode:

How having a solid retirement plan is a little bit like playing “small ball.”

The “Moneyball” approach, avoiding emotional decisions and focusing on the numbers.

The “five tools” or the five key areas of retirement.

 

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