Episode 24: The Three Levels of Advisors and How They Are Different
Mar 21, 2022
A retirement focused advisor will have a lot more in-depth knowledge to help you transition into the best phase of your life. Check out this episode of the DNA Retirement Podcast, where Aaron explains why it might be time to move away from your Investment Advisor to a Retirement Advisor.
Here are just a handful of the things that we'll discuss:
- Which level of advisor are you currently using?
- What areas of planning does your advisor cover?
- Is your advisor addressing your planning needs?
- A good retirement plan covers more than just investments. It included taxes, health care, risk management and estate planning.
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