Robert literally wrote the book on Retirement Coaching. He is a pioneer in the psychology and social science of retirement planning. He is a four-time best-selling author, nationally syndicated columnist and recognized presenter at retirement conferences across the country. His work has reached millions of retirement readers through nine books, twelve guides, and over 800 articles. In addition to his own writings, he frequently appears in major business media outlets such as the Wall Street Journal, USA Today, CNBC, MarketWatch, the New York Times, and more.
As a former social worker turned money manager and author, he has found that retirement is among the most fascinating, yet least understood, phases of life. As a result, he has developed a powerful message to tackle the mental, social, physical, spiritual, and financial aspects of retirement. All of his work reflects his ground-breaking efforts to challenge the status quo of traditional retirement planning and help people create a No-Regrets Retirement Plan!
He has garnered a unique look at wealth and retirement by not only working closely with his own clients for the last twenty years, but also by interviewing numerous celebrities, entertainers, and athletes including Pastor Rick Warren, Deion Sanders, John Sally, Gymnast Shannon Miller, Golfer Annika Sorenstam, Singer Amy Grant, HGTV’s the Property Brothers, Pawn Star Rick Harrison, Cheech & Chong, Impersonator Rich Little and more.
Robert is the founder of the Wealth & Wellness Group, the RetirementProject.org [retirementproject.org] and Certified Professional Retirement Coach Designation. He holds several designations including Certified Kingdom Advisor, Accredited Asset Management Specialist, Certified Mutual Fund Counselor, Chartered Retirement Planning Counselor, and Certified Professional Retirement Coach.
He also serves as an expert witness and consultant to attorneys. He has provided courtroom testimony and litigation support on matters related to investment techniques, strategies, and risks, as well as account types, asset valuations, and hidden or undocumented assets and transfers.
Robert is married to his amazing wife Amie and together they have a blended family of four wonderful children. Connor, Ava, Luke, and Drake.