Caleb and Riley discuss the takeaways from the disruption in Caleb’s flight from Maui, Hawaii to Calgary. We can be fairly certain there will be many disruptions throughout retirement. There are simply too many unknowns – the market, inflation, health, politics and more. One of the great things about working with a financial planner is that you have access to a ‘financial life simulator’. A financial planner with the right software and tools can test a variety of different scenarios to ensure you plan can encounter unforeseen events and still succeed.

Learn more about:

  • Normalizing the idea that disruptions will happen and how you to learn to rebound from them to make the most of any given situation, because often opportunity emerges from the inconvenience.
  • Anecdotal stories of how people re-adjusted to disruptions to turn them into an opportunities.
  • A case study to understand how we can stress test our plans and create new plans to prevent possible failures.

Resources:

Hosted by Caleb Miller and Riley Anderson of InvestorDNA

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