))
Problem Solving in Retirement Planning
Manage episode 390754735 series 3423688
Content provided by Tad Hill. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tad Hill 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://player.fm/legal.
Retirement planning is about problem-solving. It's not just about asset allocation; it's about identifying your current and future needs, managing expenses, addressing healthcare concerns, and crafting a legacy plan. In our conversation today, we talk about why it’s so important to work with an advisor who understands your entire financial picture.
Stay tuned as we share stories from clients who, despite having positive relationships with brokers, found themselves in financial turmoil in the past due to a lack of comprehensive planning. We’ll explain why clear communication, understanding, and a tailored approach are important parts of the process.
Here’s some of what we discuss in this episode:
- Retirement planning is a lot more than picking investments + a few stories from our clients
- Putting together a comprehensive plan that accounts for all parts of your life + aligns with your risk tolerance
- The differences between “general practitioners” and “specialists” in the financial world
Key Takeaway
“People trying to figure out, can I retire? Do I have enough money? Is it going to last? How do I deal with inflation and health care? That is a very specific set of problems that we're trying to solve, that are unique to people in that phase of their life.”
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
84 episodes
Share
