In this episode of The Authority Playbook, host Jeff Brandeis welcomes Kiersten Crum, Wealth Advisor at SRG Financial Advisors, for an insightful conversation on how to build a confident and financially secure retirement through personalized planning and informed decision-making.

Together, they explore the essential strategies that shape long-term financial success, including retirement income planning, Social Security optimization, tax-efficient withdrawal strategies, investment management, debt planning, and legacy preparation.

• (00:00:00) - The Authority Playbook
• (00:00:44) - Getting It Out There: The Authority Show
• (00:01:54) - Jeff Hoover's The Authority Playbook
• (00:02:46) - Kirsten Miller on Wealth Advisors
• (00:05:10) - How to Plan for Retirement
• (00:07:09) - What Communication Habit Should Financial Advisors Stop Having?
• (00:08:08) - What Is the Magic Moment Your Clients Have For Retirement?
• (00:11:03) - The Authority Playbook
• (00:11:42) - Why Clarity Creates Authority
• (00:12:22) - Why are Retirement Conversations so Emotional?
• (00:17:05) - Social Security Retirement Plans
• (00:19:59) - Information Overload
• (00:22:12) - Kirsten Cr
• (00:29:12) - Does Legacy Planning Play a Role in Your Plan?
• (00:30:32) - Earn Your Client's Trust Through Education
• (00:32:55) - The Authority Playbook
• (00:33:36) - What Helped a Client Move From Uncertainty to Action?
• (00:35:39) - How to Make a Client Feel During a Meeting
• (00:36:49) - No One Should Be Embarrassed About Their Financial Situation
• (00:37:42) - How to Balance Debt to Retire with Financial Planning
• (00:40:36) - When Do You Overwhelm the Client With Information?
• (00:41:36) - How to Find a Financial Fit for Your Life
• (00:43:56) - The Authority Playbook