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Shaping Change

Shaping Change

Shaping Change

How To Respond When Life Disrupts 
Your Retirement Plan

By Ross Marino, CFP®, CeFT®, CPFA and Susan Bradley, CFP®, CeFT®

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Navigating significant life changes disrupts our lives and mental wellbeing. Everyone experiences life-changing events, like retirement, divorce and declining health.


The Problem:

When life disrupts and emotions are high, it’s challenging to think clearly. In fact, as the book depicts, “A Gallup poll shows that 70 percent of decisions made by humans are emotional and 30 percent rational — but few financial advisors are extensively trained on the emotional side.”

The Solution:

The book provides cutting-edge insight into the emotional component of financial choices, why we need to change the way we approach financial planning, and how we can improve our decision-making process.

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