Show Notes:

• Introduction to the Road Rules for Retirement Show with Mark Fried.
• The importance of having a written retirement plan to ensure financial security.
• How a retirement plan helps navigate major life decisions, like relocating or supporting family milestones.
• Understanding long-term care planning and why insurance is essential for financial protection.
• Estate planning: safeguarding your legacy for your spouse and future generations.
• Key questions to ask when evaluating your financial advisor's expertise and approach.
• The significance of working with a fiduciary advisor and the transparency it ensures.
• Common red flags to look out for when assessing financial advisors.
• The emotional and financial transitions of retirement and the role of a supportive advisor.
• Client engagement: How Mark's team fosters relationships through events, workshops, and open communication.

Chapters:

1. [00:00] Introduction and Welcome

2. [00:52] Why a Written Retirement Plan is Essential

3. [02:58] The Role of Long-Term Care and Estate Planning in Retirement

4. [07:17] Commercial Break: Masterclass Offer

5. [08:47] Key Questions to Ask Your Financial Advisor

6. [16:50] The Value of Working with a Fiduciary Advisor

7. [19:02] Importance of Communication in Financial Advisory Relationships

8. [20:42] Client Events: Building Stronger Connections with Advisors

9. [22:45] Final Thoughts and Show Closing