Celebrating Joy and Anticipating New Insights

Andy and Justin Pritchard from Approach Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: 

• The pros and cons of target date funds ( 11:05 )
• Their thoughts on the recent presidential executive order allowing private and illiquid investments to be offered inside 401(k) plans ( 23:26 )
• Can you make up for insufficient retirement savings by investing more aggressively ( 31:51 )
• Understanding your advisor's succession plan and how to try to make the succession transition successful for you ( 39:35 )
• Things to consider when firing an advisor or changing advisors ( 46:39 )
• Whether people should consider getting a living/revocable trust ( 56:22 )
• Things to consider if you're looking to hold cash in banks in currencies other than US Dollars ( 59:53 )

Links in this episode:

• Justin's firm - Approach Financial
• Justin's YouTube channel - Justin Pritchard, CFP® on Retirement

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

• My company newsletter - Retirement Planning Insights
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com