Hear the story of Dr. Smith and how his retirement concerns are likely similar to many of your own. How do I select a good advisor? What to do with my employer retirement plans? How do I transition my healthcare? Hear all of this plus estate planning issues and Dr. Smith's reflections on his retirement transition in this jam-packed episode. 

Key topics on this episode:

1:14 - Background on our conversation today

5:14 - How Dr. Smith found us

10:34 - Why Dr. Smith's meeting was different

11:51 - The earlier the better 

12:43 - What was important to him

16:22 - Reactive vs proactive

18:11 - Two things that everyone cares about

21:56 - Starting the customization process

23:40 - Estate planning conversation

27:39 - How the relationship changes

29:27 - Where are we now with Dr. Smith?