247. Retirement Planner vs. Investment Advisor: Why the Difference Matters
Not all financial advisors are retirement planners, and that distinction could be worth thousands of dollars to you. In this episode of Retiring Today, Molly, Loren, and Clint pull back the curtain on the critical difference between an accumulation advisor and a comprehensive retirement planner. We explore why someone who has done a great job growing your money may not be equipped to help you live off of it, and what a truly comprehensive retirement plan covers that an investment-only approach simply misses. If you've ever wondered whether your current advisor is really prepared for your…
The skinny
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