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A Stack Of Account Statements Is Not A Retirement Plan

  • Broadcast in Finance
MMI Financial Group

MMI Financial Group


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David Dann, an Insurance & Financial Services Agent with MMI Financial Group, Inc., discusses some of the most common misconceptions that people have about retirement planning, and he highlights 2 important planning topics that are frequently overlooked by most retirees.

Dann, whose Insurance & Financial Services practice is focused on retirement planning, talks about "working with the whole client, not just investing their money."

Todd Meyer, President and CEO of MMI Financial Group, Inc., also talks about issues that the baby boomer generation is facing that past generations of retirees did not have to plan for.