The studies and data are clear; most Americans are declining guidance from financial planners and financial advisors than ever before. According to a CNBC and Acorns Invest in You Savings Survey, 75 percent of Americans are managing their own finances. But research shows that people who meet with a financial advisor are more likely to feel confident, happy, and stable in their financial and personal lives. In its latest installment of the Planning and Progress Study, Northwestern Mutual surveyed 2,000 American adults and found that financial stability plays an outsized role in a person’s overall life satisfaction. And while it’s clear that professional help can benefit you, you still have to watch out for bad advice. How do you know whether the financial person you are consulting with is serving you right? This episode is designed to help you with that!
The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live
Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase any recommended insurance products. Advice and opinions expressed during Retirement Ready are solely that of the hosts or guests of Drake & Associates, LLC and not WTMJ Radio or Good Karma Brands Milwaukee, LLC.