5 Key Lessons Learned in 25 Years of Retirement Planning

Like most financial advisers, I've spent (and still spend) a good share of my time building on the technical knowledge I need to do my job. The financial industry is always changing, and it's important to stay on top of new theories, trends and tools.

But after 25 years of working with retirees and pre-retirees, I've learned that experience -- and a lot of listening -- can be every bit as valuable. It helps me to ask the right questions, keep an eye out for potential red flags, and to understand (as well as predict) certain emotions and behaviors.

Helping clients plan for a successful retirement means sharing