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 odn- b tuhset cmy ac lrekse tw. eW soauwl d f tr ho em m2a0r0k0e-t2s 0r0e9t ,u ronr wt oo tuhl de tt hh er oy u gchoonut ti ntuhee 2t0o1 0ps r? oHd ouwc e w tohuel d bmual lr k emt avrokl ea tt si l i t wy ei m ps aa cwt savers’ ability to grow their wealth? Marty, with his actuarial expertise and experience di netveer leospt i nr ag t ea sn da npdr i ct ihnegi r f i inma np ca icat l opnr o gdeunc et sr ,a toi fnt ge nr edti isrceums seendt ii nn ct eorme set. Fr oa trebs awb yi l lb oboe mreerl ast ilvi keel yh il mo w, t hf oerr et hi se ar erseta locf htahnecier li inf ce ot immee sv. e hAi sc l erse tt oi r eme ist i ghaat ve em ahri skteotr irci sakl l yi n rreelti ierde moenn t foi xveedr long periods of time, this poses a big problem. w eq a u s a B t f e i o o c c n k u — y s , e k d w e e i o t p n h i n t h g a e x r t e h s g a . o t G v r w e o r e w n a m i l n t e h g n t w m a e a n a tt l d e th r p e w d o , l a ic s t y o o o b n . a l F y c o k h r g a r l o e f v u e t n h r d d4 0o l1l a( kr )gsr, ot wh en IiRnSptoapkuelsa ra tcauxt-.dHe foewr r ebdi gv ea hci uc lte ws liilkl et hIeRyA st aakned? Are savers prepared? In the end, we realized the answer was not, “Which one ipsr tehpea rbei gfgoer s at lcl ot nh cees renc?o” nbcuetr, nr sa?t ”h eTrh, a“ Ht roewa ldi zoa twi oenh leel dp tsoa vt ehri ss 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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