• 173 - Navigating Retirement Finances: The Role of Financial Advisors

  • 2024/08/20
  • 再生時間: 24 分
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173 - Navigating Retirement Finances: The Role of Financial Advisors

  • サマリー

  • The transition to retirement often prompts crucial questions about financial well-being. Is ongoing financial planning or therapy essential during this new life chapter? And can retirees realistically afford these services? While the importance of financial guidance in retirement is undeniable, the feasibility of accessing such support varies widely. A particularly ironic situation arises for those who rely on fee-only financial planners: as retirement progresses and financial resources dwindle, these dedicated advisors may find themselves in the difficult position of recommending their own termination due to affordability concerns.

    A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.
    Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.

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あらすじ・解説

The transition to retirement often prompts crucial questions about financial well-being. Is ongoing financial planning or therapy essential during this new life chapter? And can retirees realistically afford these services? While the importance of financial guidance in retirement is undeniable, the feasibility of accessing such support varies widely. A particularly ironic situation arises for those who rely on fee-only financial planners: as retirement progresses and financial resources dwindle, these dedicated advisors may find themselves in the difficult position of recommending their own termination due to affordability concerns.

A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.
Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.

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