EPISODE · Aug 23, 2025 · 24 MIN
Is Your Advisor Asleep at the Switch?
from The Retirement Income Show with Dave Stearns · host Dave Stearns
Is your financial advisor fully engaged—or just coasting on autopilot? When it comes to your retirement, having someone “asleep at the switch” could put your savings and future at risk.In this episode of The Retirement Income Show, we uncover the red flags that signal your advisor may be snoozing on the job—from cookie-cutter portfolios and lack of tax planning to ignoring legislative changes and failing to understand your personal goals. We’ll also highlight what a proactive advisor should be doing to protect and grow your retirement savings.If you’ve ever questioned whether your advisor is truly watching out for you, this episode will show you how to keep your retirement plan safely on track.
What this episode covers
Is your financial advisor fully engaged—or just coasting on autopilot? When it comes to your retirement, having someone “asleep at the switch” could put your savings and future at risk. In this episode of The Retirement Income Show, we uncover the red flags that signal your advisor may be snoozing on the job—from cookie-cutter portfolios and lack of tax planning to ignoring legislative changes and failing to understand your personal goals. We’ll also highlight what a proactive advisor should ...
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Is Your Advisor Asleep at the Switch?
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