A Tale of Two Plans: How Financial Decisions Shape Retirement Outcomes

This engaging presentation follows the financial journeys of identical twins with identical starting points—same assets, same retirement goals, and the same time horizon. Yet, through a series of key decision points, one twin makes a number of common financial planning mistakes, while the other takes a more strategic approach. By comparing their choices side-by-side, the presentation vividly illustrates how even small missteps can lead to significantly different retirement outcomes. Attendees will gain practical insights into the importance of sound financial planning and the long-term impact of informed decision-making.