Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments.
For wealth professionals, the episode touches on how retirement clients think about spending, long-term care and late-life advice, including do-it-yourself investors who may still seek an advisor later.
Summary
By the retirement & income deskErin Moriarity, creator of Erin Talks Money, discusses bringing personal finance and retirement planning information to people who were not well served by traditional advice models, along with the value of professional advice, preparing for cognitive decline and fear-based underspending. She also covers long-term-care costs, Social Security funding concerns, annuities and lessons from financial mistakes.
- Erin Moriarity runs Erin Talks Money, where she explains personal finance and retirement planning concepts in accessible videos.
- She discusses why people shouldn’t worry too much about Social Security benefits going away due to lack of funding.
- She covers the value of working with an advisor later in life, even for do-it-yourself investors.
- The episode also addresses long-term-care costs, annuities and the psychology of saving to spending.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Introduction | 1 min | |
| Early Financial Education | 3 min | |
| Bringing Financial Advice to the Middle Class | 10 min | |
| Rethinking Conventional Retirement Wisdom | 5 min | |
| Psychology of Saving to Spending | 2 min | |
| Planning for Long-Term-Care Costs | 6 min | |
| Can You Count on Social Security? | 5 min | |
| Annuities and Protecting Your Finances as You Age | 10 min | |
| Lessons From Financial Mistakes | 7 min |
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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.