Inside the Advisor’s Office: Top Concerns Among Financial Planning Clients

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Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning and healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations.

Here’s some of what we discuss in this episode:

📊 Survey insights from 400+ advisors

💸 Outliving assets vs. chasing “your number”

🏥 Why healthcare is both overestimated and underestimated

🧓 Most people don’t work past 65 (even if they plan to)

👨‍👩‍👧 Supporting adult children: a hidden retirement risk

Fortune Magazine Article:

https://www.fa-mag.com/news/retirement-planning-survey-2024-80450.html

Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html

Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg

Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

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