Equipping Points:

When it comes to planning for retirement, the relationship you have with your financial advisor is crucial. Many people express common complaints about their financial advisors, from taking on too much risk to paying high fees or a lack of communication. In today’s podcast, Eric sheds light on these concerns and offers valuable insights to help you navigate your financial journey.

Having a holistic advisor who provides ongoing support and planning can make all the difference when it comes to financial planning. It’s not just about making transactions; it’s about regular reviews and adjustments to ensure your plan stays on track.

Here’s some of what we discuss in this episode:

• Assessing risk in investments.
• Understanding the value for your fees.
• Evaluating investment performance.
• The importance of holistic financial planning.

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: