Can AI really replace financial advisors? Aaron Cirksena dives into the myths, realities, and what clients truly value. Spoiler: It’s not just about algorithms. #financialplanning #AI rethinking65.com/can-ai-replace…

What’s hiding inside the One Big Beautiful Bill (OBBB) Act? 💸 From Roth conversions to RMD changes, this sweeping proposal could reshape retirement planning as we know it. Our columnist gives the full breakdown: rethinking65.com/the-one-big-be… #financialplanning #retirement

Thinking about growing your advisory practice? You might want to look at where the startups are taking off. Two states are seeing a serious boom — and that means major opportunity for advisors who know where to step in. rethinking65.com/booming-startu…

Robo-advisors can crunch numbers—but can they comfort a worried client or navigate tough emotions? 🤖❤️ Discover why emotional intelligence still gives human advisors the edge. #financialplanning #AI rethinking65.com/why-robo-advis…

Many advisors are ready to retire — but what’s keeping them up at night? It’s not the market. It’s their clients. Discover why succession planning is now more personal than ever. #financialplanning #retirement rethinking65.com/retiring-advis…

Worried clients are nothing new — but how you respond makes all the difference. This follow-up offers practical tips to help calm investors’ nerves and keep them on track. #financialplanning #clientrelationships Read more: rethinking65.com/counseling-ner…

Too many advisors are thrown into the deep end with little training and high expectations. David Leo explores why the industry’s “sink-or-swim” approach isn’t working—and what a better path forward looks like. #financialplanning Read more 👉 rethinking65.com/the-financial-…

Advisors are aging, demand is rising—and the talent pipeline is shrinking. How can the industry close the gap before it widens further? Here's what needs to change. #financialplanning #PracticeManagement 👉 rethinking65.com/how-to-fill-th…

Trump’s OBBBA is stirring up big changes for estates and business owners — and advisors need to be ready. Here's what you need to know now. #financialplanning 🔗 rethinking65.com/trumps-obbba-h…

Many women face financial roadblocks rooted in scarcity mindsets — but it doesn't have to stay that way. Discover how advisors can help shift these narratives and build true financial confidence. #financialplanning #women rethinking65.com/empowering-wom…

Many mid-wealth families think estate planning is just for the ultra-rich — but waiting could be a costly mistake. Here's why it’s crucial to act now. #estateplanning #financialplanning 👉 rethinking65.com/why-mid-wealth…

What if financial planning wasn’t just about numbers—but about planting hope, beauty, and change? 🌸Our columnist explores why today’s world needs more financial advisors who aren’t afraid to “plant flowers without permission.” #financialplanning rethinking65.com/why-the-world-…

Clients dreaming of a retirement with better weather, lower costs, or a slower pace of life? This list of top global retirement spots might just inspire their next chapter. #retirement rethinking65.com/the-best-place…

Open enrollment in 2026 could hit 55- to 64-year-olds hard — and advisors need to be ready. Higher premiums, fewer subsidies, and major choices ahead. Are your clients prepared? #financialplanning #healthinsurance rethinking65.com/2026-open-enro…

William Bengen just updated the 4% rule — and it’s now 4.7%. The retirement income math has changed. Here's what the creator of the “safe withdrawal rate” wants you to know. #financialplanning #retirement rethinking65.com/the-latest-wor…

Want to help clients’ heirs save money? These 8 smart questions can make a big difference. #financialplanning rethinking65.com/8-questions-to…

Supporting a widowed client isn’t a one-time task—it’s a journey. Thoughtful follow-ups can mean the world. 💛 #financialplanning #clientrelationships Read more: rethinking65.com/supporting-wid…

When a vital daycare nonprofit was on the brink, advisor Greg Poleon stepped in—transforming it and earning a Catalyst Award nod. #financialplanning #philanthropy rethinking65.com/entrepreneur-t…

Annuities don’t have to be confusing—they can build confidence. Ethan Lohr, CFP® shares how his strategy makes the annuity conversation clear and client-focused. #financialplanning #annuities rethinking65.com/how-to-frame-t…

Mergers & acquisitions don’t have to mean losing your identity. Here are six ways to protect your brand autonomy and keep what makes you you. #FinancialPlanning #marketing rethinking65.com/six-ways-to-re…