Inside the Advisor’s Office: What People Are Actually Concerned About

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns and challenges, their clients are facing today. Today we’re breaking down the four biggest concerns clients have about retirement and how to overcome them.

Here’s some of what we discuss in this episode:

📉 Outliving Your Assets – Why a written plan is crucial for financial security.

💰 Generating Reliable Income – How to create a paycheck-like cash flow in retirement.

📉 Market Crash Protection – Strategies to safeguard your investments.

🏥 Healthcare Costs – The reality of long-term care expenses and how to prepare.

 

Check out the survey here: https://www.fa-mag.com/news/retirement-planning-survey-2024-80450.html

For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.