You, no doubt, have questions about your retirement, especially with the recent market declines. I was speaking with a client yesterday and he told me that over the weekend he watched the documentary The Retirement Gamble. He said his wife recorded it and asked him if he wanted to watch it with her. And later that day, he told me, they had one of the most productive discussions about their finances, how he planned to sell the business, and basically a five year plan. I want you to watch this video too and, like my clients, share it with someone you love. Saving for retirement isn’t exactly fun and talking with your spouse about money is often pushed to the side, but at some point you will have to do both and it makes sense to me that you do them on your own terms.
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E.J. Smith is Founder of YourSurvivalGuy.com, Managing Director at Richard C. Young & Co., Ltd., a Managing Editor of Richardcyoung.com, and Editor-in-Chief of Youngresearch.com. E.J. graduated from Babson College in Wellesley, Massachusetts, with a B.S. in finance and investments. In 1995, E.J. began his investment career at Fidelity Investments in Boston before joining Richard C. Young & Co., Ltd. in 1998. E.J. has trained at Sig Sauer Academy in Epping, NH. His first drum set was a 5-piece Slingerland with Zilldjians. He grew-up worshiping Neil Peart of the band Rush, and loves the song Tom Sawyer—the name of his family’s boat, a Grady-White Canyon 306. He grew up in Mattapoisett, MA, an idyllic small town on the water near Cape Cod. He spends time in Newport, RI and Bartlett, NH—both as far away from Wall Street as one could mentally get. The Newport office is on a quiet, tree lined street not far from the harbor and the log cabin in Bartlett, NH, the “Live Free or Die” state, sits on the edge of the White Mountain National Forest. He enjoys spending time in Key West and Paris. Please get in touch with E.J. at firstname.lastname@example.org.