Oct 14, 2026

Retirement is filled with decisions, and the choices we make today can have a lasting impact on our lives. With so much conflicting advice out there, how do we know we’re making the right ones?

My guest today is Dan Goldie, a former professional tennis player, financial advisor, and author of The Retirement Answer: The Six Key Decisions Every Retiree Needs to Make.

In this episode, Dan shares the experiences that shaped his life, the importance of being open to help, and why understanding what matters most to us is essential as we plan for retirement. I think you’ll appreciate Dan’s common-sense approach to some of retirement’s toughest decisions.

We covered:

• How a difficult childhood led Dan to a career in professional tennis 
• The four mentors who helped shape Dan’s life and career 
• Why being open to help is essential for personal growth 
• How one retirement decision can impact your financial future 
• Why your personal values should guide your retirement plan 
• Dan’s plans to help younger generations build financial literacy 

Resources:
The Retirement Answer by Dan Goldie: https://lnk.to/theretirementanswer

About Dan:
Dan is a trusted resource who has authored or co-authored three books on investing, including 1998’s The Prudent Investor’s Guide to Beating Wall Street at Its Own Game, The Investment Answer in 2011, and The Retirement Answer in 2026.

Dan began his investment career in 1991 after retiring from the ATP Tour where he was a Wimbledon quarterfinalist and won four professional titles. Dan’s tennis acumen dates back further, when he was the 1986 NCAA men’s singles champion for Stanford University. His accolades have earned him induction into the Intercollegiate Tennis Hall of Fame, the Northern California Tennis Hall of Fame, and the Stanford University Sports Hall of Fame.