Latest / Power Your Retirement
Inside the Advisor’s Office: Top Concerns Among Financial Planning Clients
Send us Fan Mail
Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning and healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations.
Here’s some of what we discuss in this episode:
📊 Survey insights from 400+ advisors
💸 Outliving assets vs. chasing “your number”
🏥 Why healthcare is both overestimated and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.