Why Should Your Clients Retire When They Are Too Old To Enjoy It
Jamie Patrick Hopkins
Wealthfront co-founder Dan Carroll, 36, said the attitudes of clients, particular younger ones, have shifted: “Retirement is no longer the ultimate goal. We want to live enriched lives today rather than waiting to begin life at retirement.”
When the robo-adviser surveyed its clients, more than half listed “take time off to travel” as a top priority, listing it ahead of all other goals except “financial independence” and “early retirement.”
FA Magazine, "Why Should Your Clients Retire When They Are Too Old To Enjoy It" (2018). In the News. 2821.