Does Your Advisor Understand Retirement?
a2a - the art 2 aging · The Art 2 Aging
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Show Notes
We’re going to continue the financial planning for retirement theme that we started last week in our interview with Darren Coleman from Portage Cross Border Wealth Management.
When we talk about retirement, we’re really speaking about a period of time in someone’s life that could span 30 or more years.
This week, our guest is Susan Latremoile who, along with her partner, Marianne Oehser, runs Next Chapter Lifestyle Advisors.
Susan was a financial advisor herself for nearly 40 years. Now, she helps other advisors to understand that just managing a client’s money in retirement is not nearly enough anymore. And if an advisor chooses to ignore this, he or she does so at their own peril.
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