Gadget Girl: The Case of Rocky Retirement
January 04, 2018 @ 12:00 am
Gadget Girl goes vertical, investigating annuities to discover if they can become an important foot hold on the climb to retirement success. Nag-Bushan Odekar, an expert from Great-West Financial, has just the intel she needs.
Based on psychological and behavioral economics research at the Stanford Center on Longevity, a growing body of knowledge has emerged that can help financial advisors better serve their clients by acknowledging and overcoming these tendencies. This white paper will draw on that knowledge to help advisors understand some of the common biases clients bring to investing and the advisory relationship, as well as the stresses clients face in decision-making.
Sponsored by Schwab Advisor Services