{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/62bb1f9c21e4cb00121193ed/6318e82e7febdf00133f411a?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Rethinking 65 Retirement Realities: Featuring Keena Pettijohn & Dorothy Hinchcliff [Ep 28] ","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/62bb1f9c21e4cb00121193ed/1666980844688-abd2fb1dfd78d0c5e7c4df21ad88bc57.jpeg?height=200","description":"<p>How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement?&nbsp;Join Adam and Derek as they debate this question and hear from two expert guests that share some timely advice on how advisors can support their clients into living a meaningful life post 65.&nbsp;It’s more than just AUM and distribution planning but a comprehensive “relationship” model to truly support your clients throughout their retirement life &amp; health spans.&nbsp;Jump in and listen to learn and take your practice to the next level!</p><p><br></p><p><br></p><p><strong>Adam, Derek, Keena, and Dorothy discuss:</strong></p><ul><li>Healthspan vs. Lifespan awareness</li><li>Advisors should rethink the post 65 demographic as a profitable business niche</li><li>The challenge &amp; opportunity to grow AUM for clients in the distribution phase</li><li>Do more than just “investments” for the 65+ demographic</li><li>Change your question from “how many years left do I have to do X” to “how many more times do I have to do X?”</li><li>Relationships over AUM lead to a profitable business</li></ul><p><br></p><p><br></p><p><strong>Resources:</strong></p><ul><li><a href=\"https://www.linkedin.com/company/rethinkfa/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow RethinkFA on LinkedIn</a></li><li><a href=\"https://www.linkedin.com/in/nextwellness360keena/\" rel=\"noopener noreferrer\" target=\"_blank\">Connect with Keena Pettijohn on LinkedIn</a></li><li>Connect with <a href=\"https://www.linkedin.com/in/dorothy-hinchcliff-811672b/\" rel=\"noopener noreferrer\" target=\"_blank\">Dorothy Hinchcliff</a> on LinkedIn</li><li>Check out <a href=\"https://lifelogixs.com/\" rel=\"noopener noreferrer\" target=\"_blank\">LifeLogixs</a></li><li>Check out <a href=\"https://rethinking65.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Rethinking 65</a></li></ul><p><br></p><p><br></p><p><strong>Connect With Derek and Adam:</strong></p><ul><li><a href=\"https://www.linkedin.com/in/hadamholt/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Adam Holt</a></li><li><a href=\"https://www.linkedin.com/in/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Derek Notman</a></li></ul><p><br></p>","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}