EPISODE · Oct 22, 2021 · 35 MIN
60. Breaking Up is Hard to Do
from Retiring Today · host Merkle Retirement Planning
Do you have the right person on your team to help you through retirement? Many people tell us they have a long standing relationship with their current adviser - but are they the best person for the job? In this episode of Retiring Today, we tackle how to decide - what to look for in a retirement planner and how to break up with your current adviser, if it’s what’s best for your retirement vision.
What this episode covers
Do you have the right person on your team to help you through retirement? Many people tell us they have a long standing relationship with their current adviser - but are they the best person for the job? In this episode of Retiring Today, we tackle how to decide - what to look for in a retirement planner and how to break up with your current adviser, if it’s what’s best for your retirement vision.
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60. Breaking Up is Hard to Do
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