Ep 34: President of this 3rd Generation Planning-First Firm Explains How “Behavior Drives Outcomes”
Description
President of this 3rd generation planning-first firm explains how “behavior drives outcomes”
Welcome to episode #34 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Lance Drucker and they have a long and in-depth discussion about the proper way to save for retirement, misconceptions that people have, and advice for handling Social Security.
Lance Drucker is a financial advisor, author, and eminent speaker, and the President and CEO of Drucker Wealth Management. He authored the book “How to Avoid Bag Lady Syndrome: A Strong Woman's Guide to Financial Peace of Mind.” His company is a 3rd generation firm serving pre-retirees nationwide. He has been honored as a multi-year recipient of the Five Star Wealth Manager Award,* which was awarded to him in 2012, 2013, 2014, 2015, 2016 and 2017.
Here is what to expect on this week’s show:
- Why Lance decided to go into financial planning and help people to retire comfortably.
- The philosophy behind Lance’s approach to helping pre-retirees plan for retirement.
- Why planning for retirement is similar to a three-legged stool approach, and what those three legs represent.
- Important information about how to think about investing correctly long term to properly set yourself up.
- Some of the insights in Lance’s book, How to Avoid Bag Lady Syndrome: A Strong Woman's Guide to Financial Peace of Mind.
- The most common misconceptions that the average consumer, and the average financial advisor, have about Social Security.
Relevant Links:
Connect with Lance:
LinkedIn: https://www.linkedin.com/in/lancedrucker/
Twitter: https://twitter.com/druckerwealth
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