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In this episode of Retiring Today we give you some steps you can take if your financial advisor is retiring. From a checklist of questions you can ask your advisor to qualities you should look for in a new advisor.

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

https://merkleretirementplanning.com/staff-members/loren-merkle/

Clint Huntrods, PhD, Retirement Planner

https://merkleretirementplanning.com/staff-members/clint-huntrods/

Molly Nelson, Host of Retiring Today

https://merkleretirementplanning.com/staff-members/molly-nelson/

Chapter

00:00 Your Financial Advisor is Retiring, Now What?

00:54 More People Are Retiring Now Than Ever Before

02:30 You Don't Want to Retire With Your Advisor

3:40 Don't Let Your Advisor Get Picked For You

4:33 Your Financial Advisor Checklist

9:38 Do You Have the Right Advisor?

13:20 Social Security Survivorship Benefits

19:50 Does Your Advisor Have a Succession Plan?

20:45 The Team Approach to Retirement Planning

23:43 Developing a Recession Resistant Investment Portfolio

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This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.