We invited our friend and colleague Larry Swedroe, the Chief Research Officer for the BAM ALLIANCE to lead a panel discussion at our office Friday, August 9th. By the way, The BAM Alliance is a community of investors and advisors who’ve discovered a better way to take control of financial futures and achieve life’s most important goals. We are proud to be a founding member of the BAM Alliance.  Read more about how our alliance benefits our clients and ourselves.

In a panel-like format, Larry, Michael Evans and Kelly Stanley discussed how high-achieving professionals (and all others who are approaching retirement) need to be aware of the challenges they face currently, along with possible anecdotes available to alleviate or mitigate them.

The panel covered Larry’s Five Horsemen of the Retirement Apocalypse, addressing the historically high equity valuations, historically low bond yields, increasing longevity, risks of long-term care, and risks to Social Security and Medicare for retirees. All attendees were given a copy of Larry’s and fellow BAM Alliance member Kevin Grogan’s latest book, Your Complete Guide to a Successful & Secure Retirement, including Michael’s foreword.

Reaching your financial goals requires your investments and finances to be aligned with your goals, and then protecting your assets in a way that allows you to survive anything. Educating investors of the Retirement Apocalypse Challenges they face and the possible solutions to mitigate their effects is what we love to do as a team at Cogent Strategic Wealth. We hope we all have learned that finding success as you define it in retirement is possible from our panel discussion. Thank you to Larry for sharing his insights and passion assisting high-achieving professionals with the challenges they face.