In this episode of AICPA’s (American Institute of CPAs) podcast, Sheila Padden shared her experience with the retainer fee model for her clients’ financial planning. Other CPAs also share their perspectives. [More]
July 18, 2019 By
Sheila Padden Shares Views on The Retirement Crisis
Do we face a retirement crisis? Most Americans may struggle financially in their golden years and clients report their biggest retirement concerns are healthcare and longevity. In this video, Steve Wendel of Morningstar and Advisor Sheila Padden share their experience with this important issue. [More]
June 4, 2019 By
Biggest Retirement Risks: Healthcare Costs, Longevity
I was recently interviewed briefly by Investius News about the impending retirement crisis. The video, posted on the Advisor Perspectives website, spotlights advisors’ views on what their clients see as the biggest risks to their retirement plans. [More]
May 13, 2019 By
Interviewed by Marie Swift at the 2019 Morningstar Conference
I was recently interviewed by Marie Swift at the 2019 Morningstar Conference in Chicago (video)… [More]
May 7, 2019 By
Featured in The Kinder Institute of Life Planning Blog: Money and Meaning
I was recently included in the The Kinder Institute’s blog, Money and Meaning, in a post about how financial planners (good ones) take into account their client’s personal life goals into their financial game plan. [More]
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