You may have a financial advisor whom you love…but are you getting the service you need for retirement?
In this episode, Frank and Frankie share their experience in handling the delicate conversations involved with financial and retirement planning, and why you may need a second opinion on your retirement plan.
Many individuals work with financial advisors during their accumulation years, but as retirement approaches, the financial landscape changes significantly. Decisions around Social Security, pension options, income strategies and tax and legacy planning become critical, and not all advisors are equipped to handle these unique challenges that retirement brings.
A retirement-focused advisor can help navigate this very different financial terrain to show you what options you may have. If you're approaching retirement, connect with the team at A Better Way Financial.com for a second opinion on your plan.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
See omnystudio.com/listener for privacy information.
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