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It's Christmas Time! Has Your Advisor Been Naughty or Nice? episode artwork

EPISODE · Dec 13, 2025 · 24 MIN

It's Christmas Time! Has Your Advisor Been Naughty or Nice?

from The Retirement Income Show with Dave Stearns · host Dave Stearns

It’s Christmas time, and we're checking the list twice — is your financial advisor ending the year on the “naughty” or “nice” side? In this festive episode of The Retirement Income Show, we break down the signs of a truly client-focused advisor, the red flags that might signal it’s time for a change, and the smart end-of-year moves that can set you up for a stronger 2026. Wrap up the year with clarity, confidence, and a little holiday cheer.

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It's Christmas Time! Has Your Advisor Been Naughty or Nice?

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Frequently Asked Questions

How long is this episode of The Retirement Income Show with Dave Stearns?

This episode is 24 minutes long.

When was this The Retirement Income Show with Dave Stearns episode published?

This episode was published on December 13, 2025.

What is this episode about?

It’s Christmas time, and we're checking the list twice — is your financial advisor ending the year on the “naughty” or “nice” side? In this festive episode of The Retirement Income Show, we break down the signs of a truly client-focused advisor, the...

Can I download this The Retirement Income Show with Dave Stearns episode?

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