Ep 109: Retiring With Honors: Financial Planning Lessons From The Classroom

From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from them. In today’s episode, we’re seeing what we can learn from teachers and the issues they face. Let’s look at how homework, standardized testing, and customized learning approaches relate to financial planning.

 

Here’s what we’ll discuss in this episode:

• Everybody hates homework, but an advisor can help. (1:56)
• Like standardized testing, cookie-cutter planning isn’t ideal. (4:36)
• Age-appropriate advice is critical in financial planning. (12:04)
• Lifelong learning is a great habit to develop. (15:04)
• Mailbag: Should I pay off my mortgage before I retire? (17:33)
• Mailbag: Gifting vs. lending money. (18:49)

 

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