Inside the Advisor’s Office: What People Are Actually Concerned About

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.

 

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Disclaimer: PFG Private Wealth Management, LLC is an SEC Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. The topics and information discussed during this podcast are not intended to provide tax or legal advice. Investments involve risk, and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed on this podcast. Past performance is not indicative of future performance. Insurance products and services are offered and sold through individually licensed and appointed insurance agents.

 

 

Marc:

Ever wonder what people are talking about with their financial advisors? Well this week on the show we're going to discuss a new survey of nearly 400 experienced advisors revealing the biggest concerns, challenges, and financial goals that their clients are facing. We'll see how that compares with what the guys see here on the show. Let's get into it this week on Retirement Planning - Redefined.

 

Welcome to the podcast, everybody. Thanks for hanging out with John and Nick and myself as we talk investing, finance and retirement. And guys, we're going to share this survey. We'll put a link into the show descriptions as well for folks that want to check it out, but want to run some of this information past you guys and see does that correlate with what you're seeing, do you think it's accurate, not accurate, and just spitball and talk a little bit about some of the stuff out here.

 

The survey was done of nearly 400 experienced advisors all with around 20 years or more of a business, practicing business, so interesting. They didn't really say exactly the age bracket of all the people they were talking to, so there could be some folks that are not necessarily retirement age. They could be younger as well as older, but I want to run down some of this stuff and just get your guys' take on it.

 

How you doing this week, John?

 

John:

I'm doing well. Daylight savings is messing with me a little bit, but I'm adjusting pretty well. And one of my kids, actually both my kids, they're testing for an honor belt in karate.

 

Marc:

Oh, nice.

 

John:

So they're excited.

 

Marc:

They're going to whoop on you. Be careful.

 

John:

It's funny you say that. They're running around the house kicking me now. It's like I wanted to get them into some self-defense stuff, but now I'm getting kicked.

 

Marc:

So now you got to walk around with some pads on.

 

John:

Pretty much.

 

Marc:

Make sure you're not getting beat up too much. Very cool. Well watch the shins, man. They'll get you in the shins.

 

Nick, how you doing, buddy?

 

Nick:

Good. We're staying busy.

 

Marc:

He's like, "Good." Well, let's break this down a little bit, guys.

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