Master the Financial Basics for Your Dream Future
Do you have a financial plan that will help you reach your retirement dreams? To help you more confidently answer yes, Savvy CEO Ritik Malhotra is talking with one of the country’s few certified retirement coaches and author of Your Retirement Quest: 10 Secrets For Creating and Living a Fulfilling Retirement, Keith Lawrence.
With Ritik’s personal retirement journey bolstered by the sale of two companies along with Keith’s decades of experience coaching for retirement, they’ll both explore the essential components of creating a successful path to retirement.
Do you have a financial plan that will help you reach your retirement dreams?
Join Keith and Ritik as they cover:
Why a retirement vision is critical for effective financial planning
3 key takeaways to consider in retirement
How a financial advisor can help you achieve your retirement dreams
To help you more confidently answer yes, Savvy CEO Ritik Malhotra is talking with one of the country’s few certified retirement coaches and author of Your Retirement Quest: 10 Secrets For Creating and Living a Fulfilling Retirement, Keith Lawrence. With Ritik’s personal retirement journey bolstered by the sale of two companies along with Keith’s decades of experience coaching for retirement, they’ll both explore the essential components of creating a successful path to retirement.
Keith Lawrence
Founder and President of Sustaining Success
Keith began his career with the Procter and Gamble Company, during which he was a Director of Human Resources. He traveled over three million miles benchmarking the world's very best organizations and leaders. He retired from P&G after 32 years at the end of 2009.
After observing fellow coworkers struggle with retirement, he partnered with Alan Spector beginning in 2000 to research this life transition. After interviewing thousands of retirees and consulting with the world’s experts they published the book “Your Retirement Quest - Ten Secrets to Creating and Living a Fulfilling Retirement”. It has ranked in the top 1% of Amazon book sales since it’s launch on July 4th, 2010, and is currently in its third printing. Their mission is to enable the 10,000 boomers who retire every day to enjoy “the rest of life as the best of life”. As one of the country’s five hundred certified retirement coaches he travels across the country sharing the secrets of life planning and partnering with leaders from all walks of life to guide them through their journey.
Keith graduated from Rensselaer Polytechnic Institute with a B.S. in Industrial Engineering and has completed his MBA. He has published several articles, spoken at numerous forums, and is a member of several boards and advisory councils.
Ritik Malhotra
Founder and CEO of Savvy Wealth
Ritik Malhotra is a repeat technical founder with two prior exits (one to Box in 2014 and one to Brex in 2019). Most recently he was Director of Product Management at Brex where he started and built Brex Cash, Brex’s second business line after the corporate card. He’s now building Savvy, a tech-enabled wealth management firm. Ritik is a Y Combinator and Thiel Fellowship alum and holds a B.S. in Electrical Engineering & Computer Science from UC Berkeley. Since founding Savvy Wealth, and its affiliate RIA, Savvy Advisors, Ritik has led the development of an AI-driven technology solution that not only simplifies advisors' day to day, but also reduces friction in client engagement. Since onboarding advisors in the back half of 2022, Savvy has recruited over 50 advisors, and the firm will have scaled to over $1.5 billion in AUM.