19 July, 2020

Quora Answer: What are Some of the Attributes You Want Your Retirement Planner to Have?

The following is my answer to a Quora question: “What are some of the attributes you want your retirement planner to have?

You want a retirement planner who has industry knowledge, as well as an understanding of economic policy.  His job is to project your investments up to retirement.  To do that, he must have a good understanding of the political and economic landscape, how policies shape that, and the attendant risks.  You are not looking for a salesman who can push financial products.

You want a person of integrity.  He must have the qualities of honesty, diligence, and conscientiousness, in addition to having competence.  He must also be discreet.  You do not need the world knowing how much you have, and what you plan to do with it.


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