Hosts: Kip Altman with Scot Hunter
Guest: Stephen Chen, Founder, CEO of NewRetirement
We will talk about:
1) founding of NewRetirement,
2) why they targeted the ‘retirement market’,
3) what the market ‘looked like’ when NewRetirement started,
4) how well customers understand personal finance and the basics of financial planning,
5) is ‘do it yourself’ financial planning a daunting prospect vs. choosing to work with an RIA,
6) factors which individuals or families must consider in structuring a retirement plan,
7) patterns of ‘obstacles’ or procrastination which you have observed in customer interaction,
8) how NewRetirement personalizes planning,
9) what constitutes ’success’ for individuals and families in financial planning,
10) scope of customer expectations for income and returns in retirement,
11) examples of poor financial decisions which families make,
12) how a customer identifies his/her financial goal to be able to retire ‘comfortably’,
13) financial demands of millennial offspring on retirement planning,
14) best sources to self-educate on financial planning,
15) how planning for retirement has changed or will change, since NewRetirment was started
16) other topics
newretirement.com
