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Is Your Advisor Asleep at the Switch?

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Manage episode 501997203 series 3583052
Content provided by Dave Stearns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Stearns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Is your financial advisor fully engaged—or just coasting on autopilot? When it comes to your retirement, having someone “asleep at the switch” could put your savings and future at risk.

In this episode of The Retirement Income Show, we uncover the red flags that signal your advisor may be snoozing on the job—from cookie-cutter portfolios and lack of tax planning to ignoring legislative changes and failing to understand your personal goals. We’ll also highlight what a proactive advisor should be doing to protect and grow your retirement savings.

If you’ve ever questioned whether your advisor is truly watching out for you, this episode will show you how to keep your retirement plan safely on track.

  continue reading

67 episodes

Artwork
iconShare
 
Manage episode 501997203 series 3583052
Content provided by Dave Stearns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Stearns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Is your financial advisor fully engaged—or just coasting on autopilot? When it comes to your retirement, having someone “asleep at the switch” could put your savings and future at risk.

In this episode of The Retirement Income Show, we uncover the red flags that signal your advisor may be snoozing on the job—from cookie-cutter portfolios and lack of tax planning to ignoring legislative changes and failing to understand your personal goals. We’ll also highlight what a proactive advisor should be doing to protect and grow your retirement savings.

If you’ve ever questioned whether your advisor is truly watching out for you, this episode will show you how to keep your retirement plan safely on track.

  continue reading

67 episodes

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