Some notes from a financial planner conference I attended recently. Topics include retirement, Millennials, death, adult care, care giving, seniors, etc. You all enjoy the weekend and behave!
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By the time you are reading this, I am somewhere in Brooklyn NYC on a pizza eating tour with many Flyer Talkers. So this is going to be a short post.
I recently attended a conference of financial planners.
So, some non technical notes from it that may be helpful to you.
There was a presentation by Mitch Anthony, the author of the book “The New Retirementality” (AFFILIATE LINK) which was very influential in my personal life and career and how I approach life in general. I highly recommend the book! Some quotes I wrote down from his excellent presentation:
“The key to a successful relationship is proper spacing.”
“What is worse than death. Boring!”
“Retirement is not good for you. Traditional retirement that is.”
His method is EPIC: Engagement, Purpose, Integration, Curiosity
“Retiring at age 65 is an artificial culturally imposed finish line.”
“Life is too short to do something you hate with people you can’t stand.”
“Age is a chronological fact, old is an attitudinal fact.”
“Money can fund a purpose but can not find a purpose.”
“Curiosity is the fountain of youth.”
A few other nuggets from other sessions:
80% of married men die married and 80% of married women die alone.
Biggest difference between divorced & widows? Divorced get 50% of the money and widows get 100%.
34.2 million adults provided unpaid care.
You can find great info on caregiving, advanced care planning, hospice & palliative care, grief and loss in each US state at: Caringinfo.org
It takes 26 hours to report a lost wallet. But only 68 minutes to report a lost cellphone!
Millennials: Born early 1980s to early 2000s. Most educated generation in history (61% attending college). 42% are non-white.
You can download your state’s Advance Directives.
As always, I leave you with something funny…
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