Episode 18: Finding the Right Financial Advisor: Key Questions You Must Ask
In this episode of Road Rules for Retirement, Mark Fried dives into the essentials of building a secure and fulfilling retirement. Learn why having a written retirement plan is crucial for financial stability and how it can guide major life decisions, such as relocating or supporting family milestones. Mark explains the importance of long-term care insurance, estate planning for legacy protection, and the key questions to ask when choosing a financial advisor. Discover the value of working with a fiduciary advisor, the red flags to watch for, and how emotional and financial transitions in retirement are best navigated with professional support. Plus, Mark shares how his team fosters lasting client relationships through workshops, events, and open communication. Tune in for actionable insights to help you retire with confidence!
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Why Listen?
If you’re nearing retirement or already retired, this episode offers actionable advice to help you protect your savings, manage taxes, and ensure your money lasts. Tune in now and start building the retirement plan you deserve!