168. What To Do When Your Advisor Is Retiring
Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/4ay3D8f Register for our next Journey to Retirement Online Workshop to learn more about building your income plan and a comprehensive retirement plan. - https://bit.ly/4aeNR1B In this episode of Retiring Today we give you some steps you can take if your financial advisor is retiring. From a checklist of questions you can ask your advisor to qualities you should look for in a new advisor. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED…
The skinny
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