Episode 17 – Choosing Your Advisor (with Tim Alfieri)

Choosing a financial advisor is one of the most important decisions you’ll make for your retirement—but only 22% of Americans feel very confident they picked the right one.

In this episode of the Real World Retirement Podcast, host Alex Pushman sits down with guest Tim Alfieri to break down three key factors every retiree (or pre-retiree) should consider:

• Independent Fiduciary – What it really means and the critical follow-up question: “Who are you a fiduciary to?”
• Compatibility – Why trusting your gut, shared values, and communication style matter more than you think.
• Comprehensive Planning – How income, investments, taxes, Social Security, and legacy strategies should work together (not in silos).

Through real stories and practical insights, Alex and Tim uncover how to avoid common pitfalls, ask the right questions, and bring peace & purpose to your money™.

🎧 Tune in now to discover what to look for in an advisor—and whether your current one is truly the right fit.