Mike Milligan uses a golf caddy metaphor to explain how a financial planner guides you through retirement decisions. He covers common retirement mistakes like premature withdrawals and market timing errors, plus updates on the Charles Schwab Cup rewards program.
Even the greatest golfers rely on someone who knows the course, that helps them read the greens and provides perspective. That's the guy that's carrying the bag because everybody knows that 2 eyes are better than one or 4 eyes are better than 2 or whatever that saying is, Gary. But here's the thing about a caddy. In the financial world, your professional caddy is your financial planner. We're the ones walking the rounds of life with you. We're not watching from the cart path. We're not over there watching from a distance. We're in the game with you. See, this game is different, folks. Golf is a game that's played over 18 holes. And when it's played over 18 holes, right, you play with different clubs, you play with different lies, different elevations, and you do different things, whether you hit long, you chip, or you putt. Financial planning also has a lot of elements of that, right?
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
