In this episode, Dave discusses what you should expect from your financial advisor. He emphasizes the importance of finding a fiduciary who prioritizes your needs and provides the best products and services for your retirement. Dave also highlights the significance of setting realistic financial goals and the need for customized services tailored to your individual preferences. Lastly, he emphasizes the importance of understanding the details of your financial plan and ensuring that your advisor asks the right questions to meet your retirement goals. Tune in to this episode to gain valuable insights on selecting the right advisor and planning for a safe and secure retirement.
Key Takeaways:
1. Look for a fiduciary advisor who will prioritize your needs and ensure your retirement is secure, even if it means earning less.
2. Set realistic financial goals with your advisor, avoiding unrealistic expectations that may put your retirement at risk.
3. Seek customized services that align with your retirement goals and preferences, ensuring your money works for you during your lifetime and beyond.
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