FLP NEWS AND VIEWS

StorySelling for Financial Advisors named the number one "must read" for advisors by Financial Planning!  CLICK HERE to learn more...


Read Mitch's feature article, “The Retirement That Works", for the January 2011 edition of "Financial Advisor.” CLICK HERE to read the article...

Mitch was featured in the Journal of Financial Planning.  Read what he has to say in "Tailoring Client Communications". CLICK HERE to read the article...

Read Mitch's feature article, “Money And Maturity ”, for the September, 2010 edition of "Financial Advisor.” CLICK HERE to read the article...

Mitch was interviewed by "Personal Finance" during his trip to South Africa to meet with members of his South African Financial Life Planning Institute. Mitch also presented the keynote address at that country's Financial Life Planning Institute meeting. Read what Mitch has to say about financial life planning. CLICK HERE to read the article...

Mitch was a featured expert in an article titled “The Emotional Side of Transition” that appeared in the April 21 online edition of "Financial Advisor." CLICK HERE to read the article...


Read Mitch's feature article, “Return on Life”, for the May 2010 edition of "Financial Advisor.” CLICK HERE to read the article...

Mitch’s book, The New Retirementality was recommended as one of three books dentists should consult about achieving “the right mindset about life, wealth and investing.” Mitch is also quoted in the article that talks about how important it is for dentists to develop a practice that also enables them to have a return on life. CLICK HERE to read the article…

Mitch’s book, Your Clients for Life is recommended in KBK Wealth Connection’s blog, as one of their top 5 books on wealth and money psychology and calls it a “must read”! CLICK HERE to read the blog…

Mitch and The New Retirementality were featured in Robert Powell’s retirement column on MarketWatch.  In “The Size of a Nest Egg is No Measure of a Man,” Mitch provides commentary on Merrill Lynch move to “work closely with clients to better understand their lifetime aspirations.” CLICK HERE to view. 

Mitch and The New Retirementality were featured in Robert Powell’s retirement column on MarketWatch.  The popular columnist cites Mitch’s advise of really thinking through what you want out of life, and planning how you’re going to fund it, as one of the “Five Steps to Rethinking Retirement.” CLICK HERE to view. 


Read Mitch's newest Financial Advisor article, "My Heros" a look the folks who are truly living the new retirementality.   You’ll be inspired by these retirementors:  those who think differently to act differently, and refuse to accept society’s norms for when the game is over. CLICK HERE to view...  All of Mitch's Financial Advisor articles (and more) can be viewed in our Press Room. CLICK HERE to access...

Mitch was a featured expert in a discussion of the changing face of retirement in Financial Planning. CLICK HERE to read the article.

Mitch was featured in the March 2010 issue of the journal, The Integrative Advisor, published by the Association for Integrative  Financial and Life Planning.  CLICK HERE to read "What Do People Want Their Money to Do"