THE NEW HOLISTIC RETIREMENT • v Initially, we each approached these questions from our unique perspectives. Neil, with his background in managed money, was fboocoums e- da n od n- b ut hs et cmy ac lrekse tw. eW soauwl d f trho em m2a0r0k0e -t2s 0r0e9t ,u ronr two o tuhl de tt hh ee y2 c0o1n0tsi ?n uHeo two wp rooudl du cme at hr ke ebt uvl ol lma tai rl ikt ye ti smwp ea cs ta swa vt he rr os ’uagbhi ol i ut yt to grow their wealth? Marty, with his actuarial expertise and experience di netveer leospt i nr ga t ea sn da npdr i ct ihnegi r f i inma np caicatl opnr o dg eunc tesr, a toi fnt ge n r edti isrceums seendt iinntceormeset. Froartebsabwy iblloobmeers like him, there is a real chance relatively low for the rest of their lifetime s . As retirees have historically relied on friexteirdemienncot me vehicles to mitigate market risk in over long periods of time , this poses a big problem. Becky, with her government and policy background, was feoqcuuastei odn —o nk e et apxi ne gs . t Gh ar ot wwi nega l t hw ema lat ht t e rwe ads, t oo no l. y F ohra l fe v et hr ye d4 0o l1l a( kr )gs r, otwh ne Ii nR Sp ot apkuel sa ra t ac xu-td. eHf oe rwr ebdi gv eahci culte swliilkl et hI eRyA st aakned? Are savers prepared? In the end, we realized the answer was not, “Which one ihselpthesavbeigrsgesptrecpoanrecernfo?r” baullt, threastheer,con“Hceorwns?”do Thwaet realization led to this book. Is This Book for Me? Tt hhee caonms wi negr ,pma goesst il mi k eplayc, ti sa yl me so. sTt hael l cAh ma l el erni cgaens swaev’el lrds i tsoc us sosmi ne degree, and there’s a good chance you’re underprepared for
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