170. Recap: Ask Your Advisor These Questions as You Get Closer to Retirement | Episode Recap

Learn more about how you can prepare yourself for retirement by registering for our complimentary Journey to Retirement online workshop: https://merkleretirementplanning.com/workshops/ Imagine a $10 million difference between financial plans. That's right, $10 million. Alarming, right? We recently met with a couple who experienced just that. Hear a recap of their story and find out what questions to ask to ensure you have a comprehensive retirement plan, not just an investment plan. Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/staff-members/molly-nelson/ Chapters: 0:00 The Importance of Choosing The Best Financial Advisor for You 2:10 Questions You Can Ask Your Financial Advisor -- This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.