In this episode, Dan discusses a surprising 2026 study from the American College of Financial Services showing that many advisors who offer retirement income planning may only provide it at a basic or intermediate level. If you are approaching retirement, this conversation could completely change how you evaluate your financial advisor.

Learn why retirement income planning requires specialized expertise beyond traditional investment management and discover the key questions every retiree should ask before trusting someone with their retirement future.

This episode covers retirement income planning, Social Security strategies, retirement taxes, Medicare planning, sequence of returns risk, Roth conversions, and how to determine whether your advisor truly specializes in retirement.