On this episode of Intelligent Money Minute, we interview Larry Swedroe on the two key elements of retirement success. There’s more than just numbers when creating a financial plan. During this episode, Larry breaks down key elements that are important to consider in a retirement plan. He stressed the importance of having a life in retirement. Many gain their sense of worth and satisfaction from their everyday work. Retirement can is a drastic shift. There are a lot of unexpected emotions and challenges that come with this change. According to Larry, you need two key elements for retirement success. First, you need depth and breadth in social relationships. Second, you need a sense of worth and accomplishment. 

At Intelligent Investing, we want to minimize your financial stress to maximize your life. We believe that every person is called to a specific mission in life, and we have a limited amount of time to accomplish this mission. Our goal is to minimize financial stress to maximize your life. In doing so, you’ll be better positioned to accomplish your goals. 

We’d love to take the first step in a professional relationship with you by having a virtual meeting or a complimentary coffee. Visit investedwithyou.com and click on the “Get Started” button to learn more.

We’ll be interviewing Larry on several podcasts regarding markets, passive investing, and diversification, so be sure to subscribe to our Intelligent Money Minute podcasts.

Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books.

Larry Swedroe Bio

Since joining the Buckingham Strategic Wealth in 1996, Chief Research Officer Larry Swedroe has spent his time and energy educating investors on the benefits of evidence-based investing.

In his role as chief research officer and as a member of the firm’s Investment Policy Committee and Board of Directors, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations.

Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives and ETF.com.

Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage and senior vice president at Citicorp.

Larry holds an MBA in finance and investment from NYU and a bachelor’s degree in finance from Baruch College.


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