Most people think a financial advisor’s primary job is picking investments, but that’s just a small piece of the puzzle. In today’s episode, Eric explains that the real work happens in solving the complex, emotional, and unexpected problems that come with retirement: early job loss, tax challenges, the loss of a spouse, or even recovering from bad advice.
Here’s some of what we discuss in this episode:
📉 Strategies for forced early retirement after age 55
🧠 How problem-solving is at the core of advising
🧾 What happens to your taxes after your last paycheck
📦 Using inherited accounts the right way
🛠️ Cleaning up bad financial advice from the past
Get in touch with the Peterson Financial team: https://petersonfg.com/
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