Advisors Say Clients Have Unrealistic View Of Retirement

In research for the show each week, we come acros…

An episode of the Retire Right With Brad White podcast, hosted by Retire Right With Brad White, titled "Advisors Say Clients Have Unrealistic View Of Retirement" was published on August 18, 2023 and runs 40 minutes.

August 18, 2023 ·40m · Retire Right With Brad White

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Summary

In research for the show each week, we come across some really unique and fun information and some that is also timely. Brad came across a survey of 200 financial advisors across the United States conducted by Edward Jones, The survey says that 97% of clients by these 200 advisors are not anticipating surprises when it comes to retirement, and we've had plenty of surprises in the last couple of years and it's shocking that people don't anticipate that there are going to be some hiccups along the way of a 20 or 30 year retirement. Brad gives us his thoughts on the survey.

Episode Description

In research for the show each week, we come across some really unique and fun information and some that is also timely. Brad came across a survey of 200 financial advisors across the United States conducted by Edward Jones, The survey says that 97% of clients by these 200 advisors are not anticipating surprises when it comes to retirement, and we've had plenty of surprises in the last couple of years and it's shocking that people don't anticipate that there are going to be some hiccups along the way of a 20 or 30 year retirement. Brad gives us his thoughts on the survey.

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