You’ve heard the radio shows. You’ve watched the financial “gurus” on TV. They throw out bold advice like confetti: when to take Social Security, what to do with your annuity, how to pick your mutual funds. But here’s the thing: most of them aren’t even licensed to give financial advice. In this episode, Tad, Toni, and Tyler unpack why real, personalized guidance can’t be given in sound bites and why that’s actually a good thing.

They share why real retirement planning is about asking the right questions, understanding your unique situation, and building a strategy designed for you. If you’ve ever felt lost in a sea of generic tips and jargon, this is worth a listen.

Here’s what we discuss in today’s show:

📢 The difference between financial noise and real guidance 

🎯 Why planning for retirement requires a different mindset than building your savings 

🛠️ The importance of creating a retirement strategy tailored to your life 

📚 Key considerations for do-it-yourself investors as they approach retirement 

🔍 How to recognize advice that may not be coming from a licensed source

Key Takeaway

"The only way we can give you financial advice is if we have met with you and we have exhaustively gathered information."

We can assist you on your journey to financial freedom: https://www.askfreedomfinancial.com/

Phone: 205.988.0006

Schedule a Call: https://askfreedomfinancial.com/contact/?utm_source=Hero

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Watch the Podcast on YouTube: https://www.youtube.com/playlist?list=PLEcHKcOSu6_m7cG9adV8xHTXLtH5g9M9t