Retirement Income Source

As the holidays approach, it’s a good time to ask yourself one simple question: is your financial advisor truly earning your gratitude? In this episode, your hosts David Scranton and Sarah Samuels discuss how to tell if your advisor is the right fit for your stage of life, what qualities matter most, and when it may be time to make a change.

💡 Here’s what you’ll learn:

• The difference between a financial advisor and an income specialist
• How to tell if your advisor listens and truly understands your goals
• Why your needs change as you move from growth to income in retirement

Catch full episode on our channel:

Thankful for Your Advisor? As the holidays approach, it’s a good time to ask yourself one simple question: is your financial advisor truly earning your gratitude? In this episode, your...