Equipping Points:
Most people think a financial advisor’s primary job is picking investments, but that’s just a small piece of the puzzle. In today’s episode, Eric explains that the real work happens in solving the complex, emotional, and unexpected problems that come with retirement: early job loss, tax challenges, the loss of a spouse, or even recovering from bad advice.
Eric shares real examples and breaks down strategies like how to access funds after a layoff at 55, why inherited IRAs should be handled carefully, and how to untangle old insurance or annuity products sold by inexperienced brokers. Being a financial advisor isn’t about selling products, it’s about helping people move forward with confidence, even when life doesn’t go according to plan.
Here’s some of what we discuss:
📉 Strategies for forced early retirement after age 55
🧠 How problem-solving is at the core of advising
🧾 What happens to your taxes after your last paycheck
📦 Using inherited accounts the right way
🛠️ Cleaning up bad financial advice from the past
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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