Ever wondered if your financial plan is truly working for you?

In this episode, Ralph and Tim Short dive into why getting a second opinion could be the smartest move for your retirement strategy. They explore how challenging your current plan can uncover blind spots, spark fresh ideas, and ultimately help you live the lifestyle you’ve envisioned. It’s not about pleasing your advisor—it’s about prioritizing your happiness and goals. From making tough decisions to embracing new perspectives, this conversation reminds us that retirement planning should be personal, flexible, and focused on what matters most: your future.

Join the Short's for the First Friday Happy Hour on December 5th:Market Volatility & Today's Environment, register now at Welcome Home FP Events.

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