Equipping Points:

What do Monopoly, Trivial Pursuit, Candy Land, and Risk have in common with retirement planning? More than you might think! In this episode, Eric breaks down the surprising financial lessons hidden in classic board games, offering valuable insights to help you navigate your retirement strategy.

From the asset management lessons of Monopoly to the strategic thinking required in Risk, these games mirror real-life financial decisions. Just as in Trivial Pursuit, where players must collect wedges in different categories, a well-rounded retirement plan requires knowledge of investments, Social Security, Medicare, and tax strategies. And if you’re relying on luck—like in Candy Land—rather than a solid financial plan, you might be in for a rude awakening.

Eric also explores how risk management and retirement readiness reviews can give you a clearer financial picture, helping you avoid costly missteps.

Here’s some of what we discuss in this episode:

🎩 Monopoly & Money Management – Avoid financial ruin by understanding asset allocation and risk.

🧠 Trivial Pursuit & Retirement Strategy – Build a well-rounded plan with investments, Social Security, and Medicare.

🎲 Candy Land & Investing Mindset – Luck won’t cut it—why strategic planning beats wishful thinking.

⚔️ Risk & Financial Defense – Balance offense and defense in your investment approach.

If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here. 

Today’s Takeaway: