This week Jim and John look at whether the standard financial industry retirement planning recommendations are right for you. Jim has often discussed the importance of having a plan and being diversified, but in today’s “new normal” environment, what has worked in the past may not work so well in the future. Jim looks at recent financial history, and looks ahead as well, discussing why passive investing and planning may not work as well as in the past. Jim illustrates the issues with the case study of Paul and Kathy Burkavic. The guest this week is Dr. Lotta Granholm-Bentley, Director of Center on Aging at the Medical University of South Carolina. She discusses the importance of proper nutrition and exercise in helping prevent obesity, dementia and Alzheimer’s.
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