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ret65.bsky.social
@ret65.bsky.social
41 followers 150 following 210 posts
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ret65.bsky.social
Liquidity isn’t optional anymore—it’s the ultimate luxury. Are your high-net-worth clients prepared for a job market shock? #FinancialPlanning

rethinking65.com/the-ultimate...
The Ultimate Luxury in an Uncertain Job Market
For affluent clients, the traditional three to six months of emergency funds is quaint, bordering on negligence.
rethinking65.com
November 14, 2025 at 10:58 AM
ret65.bsky.social
Stop asking “When do you plan to have kids?” unless you want to alienate a growing client segment. Here's how to serve child-free or permanently childless clients with strategy and insight. #financialplanning #clientrelationships

rethinking65.com/deconstructi...
Deconstructing the 'Standard LifeScript'
Advisors working with the 25% of U.S. adults who are childfree or permanently childless need a new script to serve them well.
rethinking65.com
November 13, 2025 at 10:35 AM
ret65.bsky.social
“Is traditional LTC insurance outdated? Discover why flexibility beats fear in care-planning today.” #financialplanning #LTC

rethinking65.com/the-advisors...
The Advisor’s LTC-Planning Dilemma
Today’s LTC landscape demands flexibility and creativity. Traditional policies have their place, while new choices may offer advantages.
rethinking65.com
November 12, 2025 at 10:27 AM
ret65.bsky.social
Most family disputes aren’t about the dollars — they’re about expectations. Encourage open estate planning conversations now to save heartache later. #FinancialPlanning #estateplanning
rethinking65.com/the-best-saf...
The Best Safeguard for Family Harmony and Security
Clients wishing to leave behind a legacy and lasting relationships may inadvertently destroy both without this guidance from you.
rethinking65.com
November 11, 2025 at 9:21 AM
ret65.bsky.social
Position yourself as a resource for multigenerational planning. Show your grandparent clients how to support education wisely — not just with 529s. #FinancialPlanning #collegeplanning rethinking65.com/beyond-529s-...
Beyond 529s: College-Funding TIps for Grandparents
Here’s why 529 college savings plans may not be the best option for your client, plus other college-funding strategies to consider.
rethinking65.com
November 10, 2025 at 10:34 AM
ret65.bsky.social
“Lost forever: $3 million in crypto wiped out because the wallet failed. Discover the real risk behind digital assets.” #financialplanning #crypto

rethinking65.com/the-real-ris...
The Real Risk of Cryptocurrency
As advisors, we must ensure that digital wealth remains accessible, secure and transferable for generations to come.
rethinking65.com
November 7, 2025 at 11:57 AM
ret65.bsky.social
Want a seat at the nonprofit table and the respect to keep it? Discover the key moves to win and keep a board position. #financialplanning #nonprofit rethinking65.com/winning-and-...
Winning — and Keeping — a Nonprofit Board Position
To earn and retain a seat at the table, read these tips and share them with your clients also eager to serve.
rethinking65.com
November 6, 2025 at 10:34 AM
ret65.bsky.social
Wondering how election cycles impact portfolios? Brady Bassford breaks it down with decades of data. #financialplanning #elections

rethinking65.com/what-electio...
What Election Cycles Really Mean for the Markets
I recently analyzed how the stock market has performed under the past 10 presidential terms to see if my clients’ fears were valid.
rethinking65.com
November 5, 2025 at 10:38 AM
ret65.bsky.social
“Passion + discipline = freedom. Without both, clients risk regret. As advisors, we need to guide them beyond spreadsheets." #financialplanning #retirement rethinking65.com/have-your-cl...
Have Your Clients Lost Their Confidence?
Clients paralyzed by financial fear or lack of passion need your help striking a balance so they don’t miss their “vitality window.”
rethinking65.com
November 4, 2025 at 10:31 AM
ret65.bsky.social
Are you evaluating active ETFs? Don’t just look at fees and track record—ask these 4 critical questions first. #FinancialPlanning #investing #ETFs rethinking65.com/4-key-questi...
4 Key Questions for Selecting Active ETFs
From an ETF’s structure to its tax-management approach, here’s how to consider whether a product is right for you and your clients.
rethinking65.com
November 3, 2025 at 10:33 AM
ret65.bsky.social
Big audience ≠ right audience. Devin Carroll Carroll built 470K+ YouTube subs, but regrets chasing views instead of ideal clients. #financialplanning

rethinking65.com/youtube-star...
YouTube Stardom Brings Success and Regrets for Financial Planner
Devin Carroll has built a “mini empire” through his online exploration of Social Security but says he’s still paying for one big mistake.
rethinking65.com
October 31, 2025 at 11:06 AM
ret65.bsky.social
Advisors: publishing a book isn’t vanity — it’s business growth. See how pros turn expertise into trust + leads. #FinancialPlanning #publishing rethinking65.com/how-to-boost...
How to Boost Your Publishing Prowess
Many successful advisors aspire to share their expertise in a book format, creating a lasting asset for their practice and clients.
rethinking65.com
October 30, 2025 at 9:23 AM
ret65.bsky.social
Looking to build a future-proof advisory team? This advisor's experience shows that bringing in a next-gen advisor isn’t just about hiring—it’s about onboarding with intention. #financialplanning #successionplanning
rethinking65.com/looking-to-h...
Looking to Hire Next-Gen Advisors?
Here’s what my financial planning firm has learned from our experience — including our onboarding process and what we’d do differently.
rethinking65.com
October 29, 2025 at 9:29 AM
ret65.bsky.social
Self-funding long-term care sounds logical… until the risk hits. Don’t bet everything on your portfolio. #FinancialPlanning #LTCInsurance

rethinking65.com/the-ltc-self...
The LTC Self-Funding Trap
Even for affluent families, self-funding long-term care is the most undiversified, unhedged bet many investors will ever make.
rethinking65.com
October 28, 2025 at 9:37 AM
ret65.bsky.social
Fired. ✅ The best career move ever. 🚀
See how losing a job became the catalyst for building something meaningful for women in finance. #financialplanning #women
rethinking65.com/being-fired-...
Being Fired: The Best Thing That Happened to My Career
My unexpected, kick-in-the-pants firing was the push I needed to build a practice for women in need of financial knowledge and confidence.
rethinking65.com
October 27, 2025 at 9:36 AM
ret65.bsky.social
“You must love math / be extrovert / sell all day” → These myths keep women from financial planning. Time to bust them. #financialplanning #women
rethinking65.com/the-big-barr...
The Big Barrier to Women Becoming FAs
There’s an urgent need for more women financial advisors, and a new study offers ways that firms can achieve that goal.
rethinking65.com
October 24, 2025 at 9:59 AM
ret65.bsky.social
Real estate is a core asset — and a new fraud target. Help clients protect what they own. #financialplanning #FraudPrevention rethinking65.com/fbi-and-pros...
FBI and Prosecutors Warn Property Owners About Deed Fraud
Help protect yourself and your clients by learning how fraudsters are more frequently abusing homeowners' deeds.
rethinking65.com
October 23, 2025 at 9:31 AM
ret65.bsky.social
Early retirement = more than a number. Purpose + social ties + plan = a life that thrives.
rethinking65.com/creating-an-...
Creating an Early Retirement Strategy
Whether clients elect to retire early or are forced to, you can make a difference in whether it feels like a boom or a bust for them.
rethinking65.com
October 22, 2025 at 9:31 AM
ret65.bsky.social
“Disaster season is year-round. Is your client base truly protected? Read how to initiate the essential ‘coverage conversation.’ #financialplanning #insurance
rethinking65.com/are-your-cli...
Are Your Clients ‘Disaster Proofed’?
If not, it’s time to initiate the “coverage conversation,” no matter where they live. Here are many talking points.
rethinking65.com
October 20, 2025 at 11:46 PM
ret65.bsky.social
“Nearly 1 million women become widowed every year in the U.S., yet up to 80% change advisors within two years. Learn how to stand out and make a genuine difference. #financialplanning

rethinking65.com/how-to-truly...
How to Truly Connect with Widowed Clients
The U.S.’s 12+ million existing widows — plus the nearly one million women who become widowed each year — need you. And you need them, too.
rethinking65.com
October 20, 2025 at 9:40 AM
ret65.bsky.social
“Helping clients invest doesn’t mean helping them live. The best advisors help build a life money enables. #financialplanning #ClientRelationships

rethinking65.com/advisors-can...
Advisors Can Help Clients Build a Life that Money Enables
Three pillars are important for a successful retirement, but advisors often don’t address one of them.
rethinking65.com
October 16, 2025 at 9:43 AM
ret65.bsky.social
Most advisors plan as if every client has kids & grandkids. That’s the “fiduciary void.” It leaves childfree clients underserved. Read how we must evolve. #financialplanning
🔗 rethinking65.com/the-fiduciar...
The ‘Fiduciary Void’
The traditional advice of financial advisors fails childfree clients and creates a fiduciary void. Ask childfree clients these questions.
rethinking65.com
October 15, 2025 at 9:28 AM
ret65.bsky.social
Struggling to kick off AI adoption? Try these 3 simple entry points (no sci-fi skills needed). #FinancialPlanning #AI rethinking65.com/practical-wa...
Practical Ways to Start Using AI
Many advisors hesitate to start using AI because they don’t know where to begin—or worry about compliance. Here are three entry points.
rethinking65.com
October 13, 2025 at 9:39 AM
ret65.bsky.social
Think you’re too young to advise retirees? Think again. Here are 5 lessons to help younger advisors earn trust and connect across generations. #financialplanning
rethinking65.com/5-lessons-fo...
5 Lessons for Young Advisors Working with Retirees
A decade ago, I worried how I would connect with clients decades older. Here’s what I learned — and why age shouldn’t define anyone.
rethinking65.com
October 10, 2025 at 2:33 PM
ret65.bsky.social
One-hit wonders fade. Great legacies endure. Read how rock legends show us not just how to create wealth — but how to preserve it. #financialplanning
rethinking65.com/what-rock-le...
What Rock Legends Can Teach Us About Life and Wealth
As advisors, we’re not just portfolio managers. We’re conductors helping clients compose their life’s greatest hits.
rethinking65.com
October 8, 2025 at 9:45 AM