EPISODE · Jun 25, 2025 · 25 MIN
13. Insurance Agent vs. Financial Advisor - Who Should You Trust - How are They Paid?
from Retirement Income School - Safe Money Solutions to Retire Financially Relaxed · host Dr. Amanda Barrientez | PhD, RICP®, RSSA®, NPN #19460436
Like what you heard in this episode? Here's how I can help:1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income2. Schedule a Retirement Income Q&A call with me: calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog/////////////// When it comes to planning your retirement, the person giving you advice matters just as much as the advice itself. In this episode of Retirement Income School, we break down the key differences between a financial advisor and an insurance agent — and how each gets paid. You’ll learn who focuses on market growth, who focuses on protection and guaranteed income, and how to choose the right fit for your goals. I also share five key questions you should always ask before hiring any financial professional. TIMESTAMPS 00:00 — Why who you hire matters 01:00 — How financial advisors and insurance agents differ 03:00 — How financial advisors get paid 05:00 — How insurance agents get paid 07:00 — When to choose growth, protection, or both 09:00 — Five key questions to ask any advisor or agent 11:00 — How I work and what to expect 12:00 — How to take the next step Show Links 📅 Want to Find Out More?Schedule a Q&A Call with Dr. Amanda 💰 Join Us in the Retirement Income School™www.RetirementIncome.School 📽️ Watch Retirement Income School™ Content on YouTubewww.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™www.retirementsolutionsfinancial.com/guaranteed-income-blueprint 📬 Contact Dr. AmandaEmail: [email protected]: 1-866-444-2997LinkedIn: @RetirementIncomeSchool 👩🏫 About Dr. Amanda:Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone. She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and social security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence. DISCLAIMER:The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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13. Insurance Agent vs. Financial Advisor - Who Should You Trust - How are They Paid?
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