For the Season 7 finale of The Guided Retirement Show, Chris Rett joined me to answer questions in a mailbag format. We’re sticking with the same idea of answering important retirement questions for our loyal listeners but are switching things up a little bit for the Season 7 finale. This time, Chris and I have compiled a list of 20 retirement questions that people should be asking their financial advisor.

 

Whether you’ve only been thinking about a couple of these retirement questions or all 20, I encourage you to listen closely to my conversation with Chris. Chris and I educate ourselves every day by asking questions. You can do the same by asking yourself questions like the 20 retirement questions that we’re about to review.

 

 

In this podcast interview, you’ll learn:

• It’s critical for your financial plan to be goals-based when you’re planning for retirement.
• A financial plan and an investment strategy aren’t one in the same.
• How tax planning, Social Security planning, estate planning, and risk management serve as financial planning pillars
• Each of your retirement questions should all lead back to your financial plan.

 

 

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/78

 

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com