Inside the Advisor’s Office: What People Are Actually Concerned About

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. In this episode, Craig and Jennifer Moser break down the results and compare the findings to what we see at Maestro Wealth Advisors.

We’ll unpack insights on why 52% of clients are primarily focused on retirement planning, what higher-net-worth families often overlook (like estate planning!), and how to build reliable income streams that don’t collapse in a market downturn. You'll also learn why outliving your money, healthcare costs, and supporting both aging parents and adult children are becoming top financial concerns.

Here’s some of what we discuss in this episode:

📜 Estate plans are often outdated (or nonexistent!)

💸 Most people worry about outliving their money—even millionaires

🏥 Healthcare costs are underestimated but potentially devastating

👪 The “sandwich generation” is real—supporting parents and kids impacts retirement

🔄 Retirement is a dollar amount, not an age—planning brings confidence

 

Check out the survey: https://www.fa-mag.com/news/retirement-planning-survey-2024-80450.html

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/ 

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin