6 Better Questions Women Can Ask a Certified Financial Planner About Retirement (Ep. 129)
For women approaching retirement, choosing a financial advisor can bring up an important concern: How do you know whether someone’s process is actually suited to the decisions ahead of you?
In this episode, I walk through six common questions women ask about retirement, including how much they need, when they can retire, Social Security, healthcare, and how long their savings may last. Then I share six questions I believe can tell you more about an advisor’s process, retirement experience, tax planning, recommendations, and compensation. My goal is to help you understand what to look for before placing your retirement decisions in someone else’s hands.
Key points:
- Why retirement questions about savings, timing, and income require your goals and circumstances first
- How an advisor’s experience with Social Security and retirement income can affect the planning process
- Why you should understand the choices and trade-offs behind the recommendations you receive
- How taxes connect with retirement income, investments, Social Security, Medicare, and Roth conversions
- What to ask about fiduciary responsibility, fees, commissions, and potential conflicts of interest
- And more!
Resources:
- Get Your FREE Simply Retirement Roadmap
- AAA: Questions to Ask a Certified Financial Planner About Retirement
- # 6: Why the Right Questions Can Save Your Retirement
- #94: 7 Questions Every Woman Should Ask Before Hiring a Financial Advisor
Connect with Eric Blake:
- www.TheSimplyRetirementPodcast.com
- Join the Simply Retirement Newsletter
- Ask a Question or Suggest a Topic for the Podcast
- Blake Wealth Management
- YouTube
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