Retirement decisions go beyond portfolios—they’re about lifestyle, flexibility, and purpose.
I was chatting with a friend the other day about his retirement—possibly an early one. At age 60, he has worked hard and invested well—and he’s burned out.
He’s received wonderful guidance from his financial advisor, with whom he’d discussed the viability of his investment portfolio. But as he and I talked, it was clear that the key inputs were more nuanced than his portfolio value and asset allocation. There were lifestyle decisions, too.
Will You Continue to Work in Some Fashion?
Working longer wasn’t my friend’s first choice. But continuing to earn an income would help him worry less about his portfolio’s ability to last.
