Season 7

What People Want From Financial Advisors But Aren't Getting

Episode Notes

Many financial advisors are not doing much to help their clients prepare for retirement other than managing their investments. In this episode, the three friends discuss the many other ways a truly independent, fiduciary financial planner can holistically come up with a comprehensive plan to help retirees answer their many questions, from deciding when to start Social Security and choosing Medicare coverage to figuring out where and how they may want to live and determining an appropriate estate planning strategy.

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