Episode 267: Inside the Advisor’s Office: What People Are Actually Concerned About
Episode 267
Inside the Advisor’s Office: What People Are Actually Concerned About
Equipping Points:
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 regular cash flow in retirement.
📉 Market Crash Strategies – Strategies to help safeguard your investments.
🏥 Healthcare Costs – The reality of long-term care expenses and how to prepare.
Today's Takeaway:
Some of these episodes were recorded under the branding of KC Financial Advisors, which has since rebranded as CreativeOne Advisors Group. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group.
