Nancy and Ken discuss investor behavior and why we react to the market in certain ways. Is it herd mentality or something else? Nancy gives an example of a couple almost ready for retirement and how they are going to use their various savings accounts.
The best is yet to come! Nancy and Ken give an example of someone who made all the right decisions about retirement and everything was going great. That is until the 2008 crisis. Nancy was asked to step in and help.
Nancy Fleming and Ken Morgan talk about retirement income literacy. Nancy explains the basics in retirement and the terminology that financial planners use.
Nancy Fleming and Ken Morgan take a quiz on retirement and finances. Nancy answers questions from the New York Life Center for Retirement Income at The American College.