At dinner, my daughter asked how much longer I thought I might work. Without hesitation I said “20 years, maybe a few less than that”. I can easily see myself still in this profession in my early 70’s. I love what I do.
Every client meeting is different. Every client is different and that keeps things interesting and exciting. Beyond that, I love the problem solving, number crunching, presenting complex ideas in plain English that this career allows. I love meeting with my clients to keep them up to date on their investments and beyond that, to catch up on their families and their lives.
I also love being able to talk on our radio show, “On the money” as well as working with the local Fox & CBS affiliates. Being able to make this crazy world of financial planning easier to understand is what I like to do. So mid 70s to retire, that seems about right to me.