Dave Chilton
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Appearances Over Time
Podcast Appearances
Yeah, be careful.
Now, you are truly one of the sharpest financial minds in the country.
I can say that with no exaggeration.
I'm putting you on the spot.
Are you on top of your estate planning?
Is your will fully up to date?
Have you thought through your executor?
Are you practicing all the things that you and I would preach to others?
Did you make it clear to them that you could change this at any point in time?
Did you buy a joint annuity?
Did you have a guarantee period?
Well, we won't be.
The financial community won't be.
But I think your family, you're right.
They would be a bit of a celebration, even though there would be some tears.
It'll be a quiet celebration.
A quiet celebration, yeah.
Now, when you go back to looking at your retirement plan in general, have you made any mistakes?
Is there anything you look back on, decisions you made 10 or 15 years ago, even though I'm an actuary, I wish I would have done this a little bit differently?
It's such a good point.