What Should You Do When Your Financial Advisor Leaves?
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What Should You Do When Your Financial Advisor Leaves?
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Your financial advisor is leaving. Should you stay with the firm or find someone new—and what should you ask before deciding?
On this episode of Winning Retirement Radio, Greg and Kristin Taylor of Legacy Retirement Group discuss how to evaluate your next advisor, especially as you approach retirement. Learn why the decision goes beyond investment performance and includes retirement income planning, tax strategies, Social Security, Medicare, and the value you get for your fees.
You’ll also hear practical ways to prepare for unexpected expenses, why Legacy works with independent attorneys and accountants, and how a written retirement plan can give you more freedom to choose when to stop working.
Have questions about your next chapter? Connect with the team in Columbus, Ohio, at LegacyRetirementGroup.com.
See omnystudio.com/listener for privacy information.
