Retirement planning isn’t just about a nest egg, it’s about building confidence. Yet many savers—and even advisors—carry misconceptions that can influence key retirement planning decisions.
In our latest webinar, Jerry Bonnabeau, Head of Defined Contribution Partnerships at Pontera, and Gregory Guenther, Managing Director & Financial Planner at GRANTvest Financial Group, unpacked what investors really think about retirement—and where advisors play a crucial role in closing the gap.
In this session, we review:
- The most common money myths shaping retirement planning decisions
- What surprising insights our new survey of 1,000 savers and 400 advisors uncovered
- Why confidence and preparedness often don’t align—and how advisors can bridge that divide
See what our panelists had to say about the common misconceptions in retirement today:
"I think it really comes down to savers having a choice on how to get that feeling of confidence. It could be to roll over their money and try to bring it all together, or it could be keeping the money held away and having their advisor actively managing it for them. I think said another way, having their advisor managing their assets in and out of plan can provide the same comfort as consolidating it without the need to roll the money out of the plan."
— Jerry Bonnabeau, Head of Defined Contribution Partnerships at Pontera
"It's not just the numbers, it's that confidence. It's the next chapter that they're going into. And that's a big job that we have as advisors is to help them build confidence around their plan and add value where we can."
— Gregory Guenther, Managing Director & Financial Planner at GRANTvest Financial Group
The views expressed in this presentation are the speaker’s own and not necessarily those of GRANTvest Financial Group or anyone else. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.
