New research shows the traditional goal of saving a million-dollar nest egg for retirement is being reevaluated. Recent insights from Hearts & Wallets, a leading data and benchmarking firm specializing in financial advice, suggest a shift toward a more nuanced approach that prioritizes flexibility, addresses the employment outlook and incorporates living arrangements into retirement planning. This approach may be more realistic and more aligned with the needs and behaviors of today’s retirees.
John Poston is Senior Account Manager at DFS Marketing, where he focuses on servicing hundreds of agents and training his team of marketers. Before joining DFS in 2020, he served in a number of positions in finance and insurance, including as an Executive Recruiter. He graduated from University of California, Berkeley, where he studied both Business Management and Economics.
Connect with John on LinkedIn.
Learn more about John
Connect with John on LinkedIn.
Learn more about John
Latest posts by John Poston (see all)
- Annuity Sales Boom While Regulatory Clouds Loom - August 7, 2024
- Rethinking Retirement: Embracing Flexibility Over Fortune - August 7, 2024
- Maximizing Tax Efficiency in Retirement: Strategies for Creating Tax-Free Income - March 12, 2024
