Monday, October 12, 2026

Good Afternoon!

Today’s special sponsor, Fisher Investments, is helping investors take a more comprehensive approach to retirement planning. Their 15-Minute Retirement Plan explores four important questions covering your goals, market volatility, long-term growth, inflation, and withdrawals.

If you have $1 million or more to invest, this free guide can help you evaluate whether your retirement strategy reflects your complete financial picture.

— Cole, CEO

The 15-Minute Retirement Plan

A successful retirement strategy should account for more than individual investments. Your goals, health, spending needs, family and other accounts all contribute to creating a retirement plan that fits your needs and situation.

For investors with $1 million or more, bringing those pieces together can be especially important. The 15-Minute Retirement Plan explores four key questions, including how to establish your primary goal, balance short-term volatility against long-term growth needs, prepare for inflation and schedule withdrawals.

Download the guide for advice on creating a strategy that’s cohesive, current and aligned with your full financial picture. Then schedule a conversation with a financial professional to discuss ways to bring your retirement plan to life.