Listening to Retirement

Pullen, Courtney
April 2000
Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p50
Academic Journal
This article discusses the significance of understanding the difficulties inherent in listening problems relating to retirement. The role of financial advisers is to reduce the pain being suffered by the clients. In the service of pain reduction, advisors tend to avoid pressing their clients to talk about their fears, resentments and all of the awkward factors that could eventually undermine the best laid plans. Retirement is different for each person and it is important to find the individual story. The key elements of active listening should be employed to get to the bottom of the problem.


Related Articles

  • Reg Revisions. Moore, Rebecca // Plan Sponsor;Jan2013, p3 

    The article discusses the need for updating rules for multiemployer retirement plans in the U.S. It mentions that updating the regulations could secure the future performance or state of the plans. According to the author, the proportion of active workers in the country with these plans have...

  • financial planning.  // Practical Accountant;Sep2003, Vol. 36 Issue 9, p20 

    Discusses key issues concerning financial planning in the U.S. in 2003. Retirement planning; Estate planning; Implications on the accounting sector.

  • THE BIG 3 QUESTIONS. Blackburn, Brad // Wenatchee Business Journal;Jan2016, Vol. 29 Issue 10, p18 

    The article offers information related to retirement and financial planning in Washington.

  • Financial Strategies for Your 50s and 60s. McMeans, Joe // Twin Cities News (Munday, TX);7/13/2006, Vol. 24 Issue 24, p3 

    The article reports on the financial strategies that could be considered when an individual reach the age of 50 and 60. It suggests that an individual must decide his retirement plans and check his potential assets, which includes social security payments, employer-sponsored plans and income...

  • Retirement: How Much Is Enough? Hultman, Jon // Podiatry Management;Sep2007, Vol. 26 Issue 7, p241 

    The article discusses issues related to retirement planning for doctors. An overview of the concerns of doctors that forced them to never slow down or retire is presented. It describes how an individual can retire on an arbitrary nest egg with one million dollars. It advises doctors not to sell...

  • Retirement snapshot.  // Money Management;11/3/2005, Vol. 19 Issue 41, p2 

    Presents the top ten mistakes made by Australians regarding retirement planning.

  • CHAPTER 20: Retirement Plans and Pensions. Cullen, Melanie; Irving, Shae // Get It Together (9781413312713);June2011, p173 

    The article provides some helpful resources in retirement planning. It explains what happens to retirement accounts at death and how to leave any remaining retirement account assets to survivors. The specific rules for naming a beneficiary that would inherit a dead person's pension rights are...

  • Investment Commentary. Marosi, James // Grand Rapids Business Journal;1/26/2004, Vol. 22 Issue 4, p28 

    Discusses steps in retirement planning. Source of income; Estimation on the amount of needed money; Review of estate planning options.

  • Two Most Common Retirement Blunders To Avoid. Montag, Henry // Long Island Business News (7/1993 to 5/2009);8/1/2008, Vol. 55 Issue 38, p11B 

    The article offers information on the two most common retirement blunders. The first blunder is choosing several payout options in a company's human resource department, such as "Life only" and "Period Certain," for the upcoming retirement which are mostly not well-surveyed options. The second...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics