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JOYN CEO David Geller has gone beyond wealth management to discover ways to bring meaning and joy to his clients’ lives. His quest resulted in JOYN’s Behavioral Wealth Management™ approach to financial advising, which merges wealth management with expertise in behavioral financial science to help clients make better decisions. Investment advisory services offered through JOYN Advisors, Inc., registered investment advisors; insurance offered through JOYN Atlanta, Inc.; securities offered through Securian Financial Services, Inc., member FINRA/SIPC. JOYN Advisors, Inc., and its affiliates are not affiliated with Securian Financial Services, Inc.

exit strategy

Retirement can be scary, no matter who you are. It makes sense that some people are nervous about retirement. How much money do you really need for 20 years? What about 30 years? Will you get bored? Will you be lonely? Planning ahead and predicting the future is extremely difficult. It’s tempting to just make retirement planning tomorrow’s problem. […]

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