Join host Ryan Nauman on Zephyr’s Adjusted for Risk Podcast as he sits down with Frank Legan, financial advisor at SEIA, for an insightful conversation about the future of retirement planning. In this episode, Frank shares his human-centric approach to financial advice—focusing on clients’ values, goals, and life experiences rather than just the numbers.
Discover how retirement planning has evolved, why the traditional 4% rule may no longer be enough, and how strategies like the “bucket approach” can help clients navigate market volatility. Frank and Ryan discuss the importance of understanding what truly matters to clients, the role of professional guidance, and how to avoid common mistakes as you approach retirement. Whether you’re a financial professional or planning your own retirement, this episode offers practical tips and a fresh perspective on building a financial plan that supports your real life.
🔔 Don’t forget to like, subscribe, and follow Zephyr on LinkedIn and YouTube for more episodes and expert insights! Connect with Ryan Nauman on LinkedIn!
Learn more how Zephyr can help financial advisors help their clients meet their retirement goals here.
Learn more about SEIA and Frank Legan