BALANCED Guidance
is the
Path of WISDOM

The Middle Way

What do Buddha and our retirement guidance have to do with one another you ask?

Turns out, a lot.

According to Google searches, the term “Middle Way” was used in the Dhammacakkappavattana Sutta, the first teaching that the Buddha delivered after his awakening.  In this sutta, the Buddha describes the Middle Way as a path of moderation, between the extremes. This, according to him, was the path of wisdom. He explained that the Middle Way gives vision, gives knowledge, and leads to calm, to insight, and to enlightenment.

At Your Retirement Advisor we believe extremes can be bad, especially when it comes to retirement advice. Like Buddha we believe that the Middle Way is the path of wisdom. The Middle Way in retirement advice strikes a balance between the extremes of investment advisors and insurance agents each pushing their biased viewpoint and one size fits all approach to retirement and income planning.

Your Retirement Advisor affiliated advisors, on the other hand, are “hybrid” advisors which means they are licensed to offer balanced, objective guidance with a proper mix of investments AND insurance based on what’s best for you…not based on what product they will make the most commission from.

“The Middle Way gives vision, gives knowledge, and leads to calm, to insight, and to enlightenment.”

As hybrid advisors with best practices in advice, as well as in our analysis, strategies, and processes, we not only meet the fiduciary responsibilities, but we raise the bar for all other so-called retirement planners.

Many people haven’t experienced this type of advice because the financial services industry is predominantly focused on selling products instead of providing knowledge, analysis, strategy and guidance. Unlike most “traditional” financial advisors and insurance agents, Your Retirement Advisor works with you to understand your desired end results. We then partner with you to figure out “how” to get you there.

It is this lack of proper and “best interests” guidance in the industry that has led to new fiduciary regulations.  As hybrid advisors with best practices in advice, as well as in our analysis, strategies, and processes, we not only meet the fiduciary responsibilities, but we raise the bar for all other so-called retirement planners. You could say that we’re blazing new trails in retirement planning…that trail just happens to be the Middle Way.

And the second connection between Buddha and retirement guidance (and perhaps most important) is that Buddha embodies the ideals of the good life that we all seek to achieve: health, happiness, prosperity and longevity. So regardless of your religious beliefs or spirituality, the lesson of the Middle Way can apply to all aspects of our life, our finances and retirement.

Read more about the Middle Way here

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