Managing Your Money Isn't the Same as Planning Your Future | 401(k)s, Income Planning, Estate Planning & Fiduciary Advice

There's a difference between managing a portfolio and planning a retirement. This week, Don Spini and Logan Marcus break down what that difference actually looks like—outdated portfolios running on autopilot, forgotten 401(k)s sitting uncoordinated for decades, retirement income planning, estate planning, and proactive fiduciary advice. The takeaway: none of it works if it's handled in silos.They also cover the questions every investor should be asking their advisor, why a second opinion could be one of the smartest financial moves you make this year, and how to tell whether your advisor is actively planning for your future—or just managing your portfolio.