168. Recap: Ask Tough Questions to Protect Your Retirement

Learn more about how you can prepare yourself for retirement by registering for our complimentary Journey to Retirement online workshop: https://merkleretirementplanning.com/workshops/

What is your advisor's succession plan? It can feel like a difficult conversation to have, but it's an important one. After all, this is your retirement savings. If the person you are working with doesn't have a plan for you when they retire, it may be time for you to move on. Retiring Today Host Molly Nelson talks about the questions to ask, what to look for, and the importance of asking your advisor about their retirement.

Molly Nelson, Host of Retiring Today

https://merkleretirementplanning.com/staff-members/molly-nelson/

Chapters:

0:00 Is Your Financial Advisor Retiring?

1:20 Does Your Advisor Have a Succession Plan?

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