Never walk out the door without THIS from your financial advisor
Retirement Coffee Talk · Charisse Rivers
January 11, 202554m 6s
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Show Notes
A new study shows many people are not getting this most important planning tool from their financial advisor. Don’t let this happen to you. Plus: What happens when you ask Charisse for a second opinion on your current financial plan?
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Topics
retirementincome plansfinancial advisorswithdrawal strategiesretirement spendingfinancial confidencepersonalized strategiesfeesSocial Securityretirement planning401(k)tax implicationsfinancial decisionsretirement incomeinvestment strategiesfinancial educationretirement risks