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Kiplinger
Kiplinger
Business
Evan T. Beach, CFP®, AWMA®

The Three Financial Questions Every Retiree Asks (or Should)

Three colorful question marks against a white background.

In 2019, I visited a speaking coach in Milwaukee. At the time, I was speaking to groups of retirees about 100 times per year. The coach’s job was to sharpen my delivery, body language, etc. But he said something to me afterward that really stuck: “If you’re speaking to retirees and not answering the questions do I have enough, will it last, and what if something happens to me, you’re missing the point.”

I was used to speaking on much more technical topics, so I took issue with this advice, thinking to myself, No, he was wrong; retirees care about the new SALT caps under the TCJA. Whoops. As it turns out, I was the one who was wrong.

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