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“Am I On Track?” | Brie Black on Retirement Confidence #financialadvisor #personalfinance #cfp

Name: “Am I On Track?” | Brie Black on Retirement Confidence #financialadvisor #personalfinance #cfp
Uploaded: 2025-07-23T22:00:38+00:00
Duration: 34 s
Channel: Steve Chen
Description: Brie Black addresses a common client question—“Am I on track?”—explaining that while clients ask about plan performance, underlying concerns are…

23 Jul 2025 · 1 min

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Brie Black addresses a common client question—“Am I on track?”—explaining that while clients ask about plan performance, underlying concerns are emotional: will they be okay, social comparisons to peers, anticipation of retirement pleasures, and identity loss when work ends. She advises clients not to avoid this uncertainty but to explore it with guidance and a plan.

The question I hear most often from clients is, am I on track? On the surface, it's about whether their financial plan works or not. But beneath that, clients are really asking if they'll be okay, if they're doing what their peers are doing, if they can start looking forward to the fun parts of retirement. It's also about navigating identity who they'll be without work as their anchor. The best thing clients can do is not shy away from that uncertainty, but explore it with guidance and a plan.