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025: Quantifying the Value of a Financial Advisor with Mark Kenney
Manage episode 357358780 series 3001511
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What is the value of great financial advice? It’s tough to put a number on it. But when it comes to financial planning, lots of people want to try to go it alone or take a “set it and forget it” approach to their portfolio.
However, if they’re merely investing, or getting help managing their investments, there’s a huge component that is often missed–retirement planning.
Today’s episode is all about understanding what a financial planner brings to the table in the world of retirement. One of our very own CERTIFIED FINANCIAL PLANNERS, Mark Kenney, is here to walk you through the key components of our Retirement Road Map®, how this plan allays fears and ensures retirees will have what they need to live comfortably, and what you can do to take uncertainty and volatility out of your life in retirement.
In this podcast interview, you’ll learn:
- Why so many people have financial plans that don’t meaningfully account for retirement.
- How we work with clients to produce a comprehensive plan that addresses income, investments, taxes, healthcare, estate, and legacy.
- How a third-party advisor helps take the emotion out of investing and stops people from making simple, predictable mistakes.
- Why there’s no one-size-fits-all, cookie cutter solution.
- Why a will won’t stop your assets from going to probate court.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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