How to Tell If Your Financial Advisor Is Actually Planning or Just Managing Your Money episode artwork

EPISODE · Aug 7, 2026 · 12 MIN

How to Tell If Your Financial Advisor Is Actually Planning or Just Managing Your Money

from How to Retire on Time · host Kedrec Wealth

There's a simple test that separates a real financial planner from someone just collecting a fee to watch your portfolio. Mike lays it out, plus the one line that sums up his entire philosophy on retirement risk.The following is from Mike’s weekly webinar.Click Here to join the next one.Ready to build a retirement plan around your life, not a product?  Get the free book and tools 👉 RetireOnTime.com/Free  This is for educational purposes only and is not financial advice. 

Episode metadata supplied by the publisher feed · Published Aug 7, 2026

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How to Tell If Your Financial Advisor Is Actually Planning or Just Managing Your Money

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