Helping clients plan for a new kind of retirement

As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement. You’ll hear from: Chi Teng Han, ChFC/S, CIAM Nadia Wijatno, ChFC, CLU Episode breakdown: 0:31 – Helping clients adjust their plans when they move for the short- or long-term 3:06 – Changing retirement planning for a more “career-mobile” demographic 7:55 – How social media impacts people’s expectations about retirement 12:50 – What is most difficult about handling this different approach to planning 14:07 – Identifying why a property sale isn’t a reliable source of retirement funding Listen to the monthly series, MDRT Presents: @mdrtpresents

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Helping clients plan for a new kind of retirement is an episode from MDRT Podcast by MDRT Podcast.

This episode is 00:20:19 long.

This episode was published on Jan 1, 2026.

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