Ever wondered how to safeguard your retirement with expert precision? Discover how Brad Pistole and a roster of esteemed guests, including Ed Slott, Heather Schreiber, and Tom Hegna, bring elite retirement planning to the forefront in this special episode of Safe Money Radio. Brad reflects on the 15-year journey of the show, sharing heartfelt stories like that of a client who found a beacon of hope and stability through their financial guidance after facing significant personal hardship. Tune in as we cover vital retirement topics such as social security planning, income strategies, risk management, taxes, and Roth conversions, all designed to secure your financial future.

Inspired by the enduring wisdom of John Wooden, Brad Pistole underscores the importance of continuous learning in the realm of financial planning. From onboarding over 30 clients in a phenomenal May 2024 to managing substantial transactions, Brad's dedication to his craft shines through. He also shares insights from his own experiences and the importance of fiduciary duty, cautioning against the pitfalls of inexperienced advisors. The episode highlights the necessity of selecting seasoned financial planners and the dangers of cookie-cutter advice, all while advocating for a personalized approach to secure retirements.

This episode takes a deep dive into the world of annuities, fiduciary duty, and the critical need for understanding contract disclosures and guarantees. Brad recounts cautionary tales of individuals who suffered due to poor financial advice, such as a couple misguided into rolling over their IRA into gold. With stories rooted in real-life experiences, Brad emphasizes the importance of working with credible, knowledgeable professionals who prioritize clients’ needs over sales. Join us for an episode packed with invaluable insights and heartfelt narratives aimed at helping you navigate the complexities of retirement planning with confidence and clarity.