Improving Investor Behavior: From accumulation to freedom — a better retirement mindset

Improving Investor Behavior: From accumulation to freedom — a better retirement mindset

I want to start with a story that’s uncomfortable and all too common. A man dies at 73 with $2.4 million. He lived in the same modest house for 40 years, drove an aging car and clipped coupons until the end. He never took the big trip or upgraded anything to make daily his life easier. Instead, he just kept stacking dollars in the bank. Shortly after his funeral, his children split the money. Flush with cash, they purchase new homes, cars and co…