This week, George Politarhos discusses the importance of personalized retirement planning and the value of seeking second opinions from financial advisors. He emphasizes the need for a personal touch in financial advice, especially when clients feel neglected by larger firms. The conversation also explores the emotional aspects of retirement, including finding purpose and planning for the future. George shares insights on succession planning within his firm and addresses common concerns about taxes in retirement, highlighting the importance of having a comprehensive financial plan.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

See omnystudio.com/listener for privacy information.