2 thoughts on “What matters most in retirement planning

  1. Hi Robert

    I manage an independent broker dealer in Canada. We are financial planning focused and only market/sell managed assets (ie no direct bonds or securities) working with companies such as SEI, Russell and Fidelity, among others. I have seen you speak before and am an active reader of your site. I am wondering what fees you charge for speaking engagements.

    We are holding our Top Performers Conference neat May in Naples, Florida and I would be interested to gauge your interest in speaking about your perspectives re Retirement Planning in the USA.



    Andy Mitchell, MBA
    President, Worldsource Financial

    TEL 905 940 0992
    FAX 905 940 1410

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