Is Your Advisor Doing Their Job? Retirement Income, Tax and Estate Planning Mistakes to Avoid

Think your advisor is doing a great job? If you only meet once a year (or less), that's your first red flag!This week, Logan and Don expose the biggest retirement planning gaps they see every day; from advisors managing investments without a real income plan to missed tax-saving opportunities, outdated estate plans, and costly beneficiary mistakes. Learn the five retirement mistakes that can quietly derail your future, how to know if your advisor is earning their fee, and why having money is not the same thing as having a plan. Are you building your retirement or your advisor’s? Find out in this episode.