Recently, Edward Jones put out the 4 Pillars of Retirement study, which was comprised of health, purpose, family, and finance. In this podcast episode, Adam and Ben discuss the findings, some of which were surprising. Throughout the survey results it was abundantly clear that the first three pillars held more weight than the wealth or finance side of retirement. In fact, did you know that 96% of retirees said that health is more important than wealth in retirement?
Listen to us discuss the full results and how we believe the human side of finances plays an important role in financial planning and our process.
Full study here: https://www.edwardjones.com/sites/default/files/acquiadam/2021-06/Four-Pillars-US-Report-June-2021.pdf
Tracking # 1-05216106
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.