The LEARNING library

Retirement Outliers

The definition of an “Outlier” is:  “A person or thing differing from all other members of a particular group or set.”  Our definition of a “Retirement Outlier” is:  “Someone who didn’t save using traditional retirement accounts and/or ability to save was thwarted by life events.”

Are you an Outlier?  Did you invest your retirement savings in your business?  Real estate?  Inherited accounts?  Government retirement plans?  Education plans?  Do you have a dependent adult child who will need your assistance indefinitely?  Did you have to use your retirement accounts for a personal crisis, which forced you to “start over” later in life?  In this episode Dennis and Shea discuss the Outlier concept and their ideas.