The Retirement Learning Lab

What's REALLY Holding You Back from Retirement Planning?

February 11, 2026·25 min
Episode Description from the Publisher

Send us Fan Mail She had money saved for retirement. And she was terrified to talk to anyone about it. "Van, I know I need help. But every time I think about calling someone, I get this knot in my stomach. They're just going to try to sell me something." I've heard this a lot in 30+ years. And the truth? That fear is 100% valid. 71% of people hate talking to salespeople. 96% research companies before they'll even speak to anyone. The financial industry has a trust problem. But here's what mos...

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