In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall engage with Kerra Bolton, a prolific writer and independent journalist, who shares her diverse career journey and insights into the retirement space. The conversation explores the challenges of career reinvention, the importance of understanding consumer concerns in retirement planning, and the role of fear and motivation in financial decision-making.

Kara emphasizes the significance of finding purpose in life and work, and how one’s purpose can evolve over time. The episode provides valuable takeaways for financial professionals and agents on how to connect with clients and address their concerns effectively.

Learn more about Kerra: https://kerrabolton.com 

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