The Wise Investor Show

On this week’s show, the Wise Investor Group discusses three difficult conversations can lead to learning for all: 1) Always saving money for later and missing out on enjoyment - takeaway: have balance and ask yourself if you're doing what you want to be doing to reduce risk of regret 2) Running out of money before running out of retirement - takeaway: A) Meet with a financial planner before retiring, B) save into various types of accounts and C) believe it or not, consider a reverse mortgage if all your money is in IRA accounts 3) Working Adults caring for children and elderly parents - takeaway: Have the hard conversation yourself. Discuss the process of sharing control and managing choices while you have plenty of choices and time. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.