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063: Are You Working with the Right Advisor for Retirement?
Manage episode 517140040 series 3610444
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This week, Josh Bretl and Mark Elliott dive into what truly makes a confident, successful retirement.
After sharing a funny story from a family trip to Cabo San Lucas, Josh draws a surprising connection between family planning and financial planning, both take effort, but they’re worth it.
The conversation shifts to a Yahoo Finance report revealing how wealthy retirees think differently, focusing on guaranteed income, lifetime tax planning, and legacy.
Josh also shares when it might be time to re-evaluate your financial advisor and what to look for in one who specializes in retirement.
📞 Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with an FSR advisor.
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