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What to Ask Your Financial Advisor Before Retirement

What to Ask Your Financial Advisor Before Retirement

The Retirement Solution · Jon Hicks

February 24, 202614m 17s

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Show Notes

Most people ask their financial advisor if they’re protected—but almost no one asks how. In this episode of The Retirement Solution, Jon Hicks flips the script on the most common retirement planning questions and digs into the ones that actually matter. From protecting a portfolio during market downturns to keeping up with inflation, understanding fees, and preparing for inevitable life changes, the conversation challenges surface-level answers and highlights the importance of clarity, structure, and adaptability in a retirement plan.

 

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Topics

retirement planningfinancial advisor questionsportfolio protectioninflation planningretirement incomeinvestment feesretirement strategy