Help clients reach their retirement goals with this road map

May 23, 2018

Kelly McShane

Kelly McShane

An episode in Vanguard's Investment Commentary series.

In this 15-minute podcast, Kelly McShane of Vanguard Investment Strategy Group provides highlights of the Vanguard research paper Vanguard's roadmap to financial security: A framework for decision-making in retirement. Using a broadly applicable framework, the research gives step-by-step guidance to personalized retirement planning. Topics covered include how advisors and their clients can set retirement goals, assess risks, determine resources, and develop an individualized plan.


  • All investing is subject to risk, including the possible loss of the money you invest.


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