What questions should you really be asking your financial advisor? In this episode, Damon Roberts and Matt Deaton break down the essential conversations every pre‑retiree needs—covering income planning, tax efficiency, Social Security timing, pensions, risk management, and long‑term care considerations. They also share what they expect from clients: curiosity, teamwork, and a willingness to learn. With personal stories, decades of experience, and a focus on clarity over confusion, this episode gives listeners a practical roadmap for building a retirement plan that supports their lifestyle and goals.

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