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Kris Venne, our Director of Wealth Management, explains one of the biggest challenges for financial advisors right now - helping clients understand when it's time to start spending the money they've spent a lifetime accumulating.
Read his post here: People Need Help Spending Money http://thecertifiableplanner.com/2018/05/people-need-help-spending-money/
Baby Boomers are sitting with trillions of dollars in wealth management accounts that have been earmarked to be spent on certain goals. But shifting from decades of wealth accumulation to wealth disbursement is not always an easy transition. There is still a fear that market losses or extended lifespans will threaten the nest egg just as it's being drawn from.
Kris views the role of a financial advisor and the job of all wealth management professionals as being akin to coaching. Sometimes investors need a little bit of a push and some coaching when it's time to spend rather than save.
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