Originally posted on Thu, June 16, 2016
Last week, we met with a prospective client that has a crystal-clear retirement plan. She is currently working for the government, and in ten years she wants to retire and follow her true passion which is physical fitness. She is in her late 50s but had the energy and physique of someone in their 40s. While we talked at length about staying fit, she was meeting with us for another purpose; she wanted guidance on her retirement planning. Through this conversation, we realized how interrelated retirement planning and investing is to dieting and staying fit.