Written by Alex Seleznev, MBA, CFP®, CFA | April 10, 2024
In the 2nd segment of the interview on MMC TV, host Sylvia Henderson speaks with Financial Planner and President of Capital Squared Financial (CSF) Alex Seleznev about the non-financial aspects of a successful retirement plan.
Alex also shares his personal motivations for focusing on retirement planning and offers numerous practical ideas for individuals contemplating or transitioning into retirement.
Watch the full interview HERE.
Feel free to click on any of the sections below if you're interested in a particular part of the interview. There's something here for everyone!
- What led you to start focusing on retirement as a specialty?
- What does the term “holistic” financial planning practice mean to you?
- What is your story? Why retirement planning is personal to you?
- Why people are afraid of retirement?
- How do you prepare for the non-financial realities of retirement? What are potential mistakes?
- What are your thoughts on retirement in another state? Should you follow your children?
- What non-financial aspects of their lives should people be thinking about throughout their generational progression? What is a lifestyle creep?
- How do you work with clients that have specific preferences based on their background?
- How do you envision technology influencing and affecting people moving into retirement?
- What do you do for yourself and your family to prepare for retirement?
- How do you share information and educational materials with the public and what ways do you do it?
- What is your final message about getting your life ready for retirement?
If you missed the first segment of the interview, you can watch it HERE. We hope you enjoyed it and learned something new!