Working with a financial advisor should allow you to build a plan you understand well and feel comfortable with moving forward towards retirement. But not every client-advisor relationship is perfect and there are reasons why people aren’t always happy with their plan.
In this episode, we tackle the common complaints and fears about financial situations during retirement. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future.
So don't miss out on this episode as we equip you with the knowledge you need to confidently plan for another day in retirement paradise.
Here are some of the things you’ll learn in this episode:
- Why people feel like their advisor is taking too much risk.
- The importance of understanding the fees you’re paying.
- How we help someone that feels like Social Security won’t be enough to cover their expenses in retirement.
- The importance of communication and building a relationship for our business.
Connect with Eric Judy online at https://www.judyfg.com/ or by calling 217-303-1711. You can also book a complimentary review at https://calendly.com/ericjudy
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