All Episodes

April 17, 2025 18 mins

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 to 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 what we discuss in this episode:

📉 Outliving assets: why it tops the list

🏥 The overlooked risk of healthcare costs

💬 Why income planning matters more than portfolio size

🔍 The real reason so many people want to keep working

 

Check out the article here: https://www.fa-mag.com/news/retirement-planning-survey-2024-80450.html 

 

Schedule a 15-minute consultation:  https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of "Rounding Third:"  http://rounding-third.elevatemyretirement.com/

Contact us:

(801) 639-0095

slee@erg-slc.com

Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Intentionally Disturbing

Intentionally Disturbing

Join me on this podcast as I navigate the murky waters of human behavior, current events, and personal anecdotes through in-depth interviews with incredible people—all served with a generous helping of sarcasm and satire. After years as a forensic and clinical psychologist, I offer a unique interview style and a low tolerance for bullshit, quickly steering conversations toward depth and darkness. I honor the seriousness while also appreciating wit. I’m your guide through the twisted labyrinth of the human psyche, armed with dark humor and biting wit.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.