Thankful for Your Advisor? скачать в хорошем качестве

Thankful for Your Advisor?

As the holidays approach, it’s a good time to ask yourself one simple question: is your financial advisor truly earning your gratitude? In this episode, your hosts David Scranton and Sarah Samuels discuss how to tell if your advisor is the right fit for your stage of life, what qualities matter most, and when it may be time to make a change. 💡 Here’s what you’ll learn: • The difference between a financial advisor and an income specialist • How to tell if your advisor listens and truly understands your goals • Why your needs change as you move from growth to income in retirement 🎧 Stay informed and stay grounded. Don’t let market noise dictate your strategy - build an income plan that lasts. 📺 Catch full episodes on our channel: 👉 Retirement Income Source (Full Episodes) 💼 Need help planning your retirement income? Visit retirementincomesourceradio.com to download free guides and white papers for today’s retirees. Watch, learn, and subscribe for more retirement planning guidance. Fee-based financial planning and Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Retirement Income Source®, LLC and Sound Income Strategies, LLC are associated entities. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Past performance is not an indication of future results. Please consult with a qualified financial advisor or tax professional about your specific financial situation before implementing any strategy discussed.