It’s not the technical stuff that keeps people from failing in retirement, life events keep people from making it through their golden years.
Greg Sullivan says personal, emotional and relational things that happen in life that can throw your retirement. He says making portfolios based on 8 years of cash needs, and some incremental changes along the way to retirement, helps weather the storm of any market cycle.
He also talks with Joe about Long Term Care Insurance and a chapter called “The Nest that Won’t Empty”.
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Today’s guest, Greg Sullivan:
Greg Sullivan is Principal, President & CEO at Sullivan Bruyette Speros & Blayney (SBSB), located in Northern Virginia.
Greg sheds light on the potential financial pitfalls individuals may encounter when making life decisions and he provides practical insight on how to protect retirement assets in his book, “Retirement Fail: The 9 Reasons People Flunk Post-Work Life and How to Ace Your Own”.
Website: Sullivan Bruyette Speros & Blayney
Book on Amazon: Retirement Fail: The 9 Reasons People Flunk Post-Work Life and How to Ace Your Own
For a quick bio of each of our show participants, head on over to our panelists’ page.
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