What Questions Your Financial Advisor Should Be Asking You

2025-06-02

The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. On this week's show, Brad breaks down the six essential questions every good financial advisor should ask. He dives into the what's, why's, how's, and when's—giving you the tools to set yourself up for financial success. Listen Now! Show Highlights Include: · Asking About You (5:00) · What Do You Have? And Why...

The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.

On this week's show, Brad breaks down the six essential questions every good financial advisor should ask. He dives into the what's, why's, how's, and when's—giving you the tools to set yourself up for financial success.

Listen Now!

Show Highlights Include:

· Asking About You (5:00)

· What Do You Have? And Why? (7:00)

· How Will You Use It? (11:00)

· When Will You Use It? (15:00)

· How Much? (18:00)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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