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Inside the Advisor’s Office: What People Are Actually Concerned About
- 2025/04/17
- 再生時間： 18 分
- ポッドキャスト
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サマリー
あらすじ・解説
Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations.
Here’s what we discuss in this episode:
📉 Outliving assets: why it tops the list
🏥 The overlooked risk of healthcare costs
💬 Why income planning matters more than portfolio size
🔍 The real reason so many people want to keep working
Check out the article here: https://www.fa-mag.com/news/retirement-planning-survey-2024-80450.html
Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall
Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/
Contact us:
(801) 639-0095
slee@erg-slc.com