Using Visualization to Improve Retirement Outcomes with Stuart Ritter

EP 015: In this episode of The Retirement Success in Maine Podcast, we’re joined by Stuart Ritter, CFP®, a Senior Financial Planner and Retirement Insights Leader at T. Rowe Price. We wanted to have Stuart on the Podcast because, aside from his over-arching knowledge of the retirement landscape, he is a thought leader on the Visualize Retirement project at T. Rowe Price. The project focuses on attaining happiness in retirement by developing a more holistic relationship with pre-retirees. The research has identified three core themes that directly impact the level of happiness in one’s retirement. Be sure to tune in and hear what Stuart has to say. After all, isn’t the ultimate goal to have a successful retirement is to have one full of happiness?

Chapters

• Welcome, Stuart! [1:59]
• How did you find a passion for the financial service industry? [3:48]
• Who is T. Rowe Price and why is T. Rowe Price a great fit for you? [7:12]
• What is your Visualize Retirement project and what is it intended to do? [11:09]
• What are you finding in your studies that retirees are not doing well? [19:32]
• Is there a specific group that is helped more than others by this visualization? [23:56]
• What are the 5 W’s of the project? [26:29]
• Of the three elements of happiness, is there one that’s more impactful than the others? [34:37]
• What sorts of things can someone do to start doing visualization on their own? [41:10]
• Is it possible that two people can express a similar vision, on the surface, but as you dig deeper you find they are much different? [44:49]
• How would you define Retirement Success for you? [48:47]
• Abby, Ben, and Curtis wrap up the episode. [50:24]