In this episode of 'Your Money, Your Retirement, Your Life,' Drew Pelton dives into what it truly means to be a prudent investor—especially in retirement. With over 40 years of experience, he explains why a tailored, income-first strategy matters more than ever, and why not all fiduciaries—or financial plans—are created equal. From avoiding cookie-cutter pitfalls to building a future-proof income stream, this episode is a call to thoughtful, purposeful planning.
The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.