Beyond Stocks: The Problem-Solving Power of Financial Advisors

Most people think a financial advisor’s primary job is picking investments, but that’s just a small piece of the puzzle. In today’s episode, Eric explains that the real work happens in solving the complex, emotional, and unexpected problems that come with retirement: early job loss, tax challenges, the loss of a spouse, or even recovering from bad advice.

 

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

📉 Strategies for forced early retirement after age 55

🧠 How problem-solving is at the core of advising

🧾 What happens to your taxes after your last paycheck

📦 Using inherited accounts the right way

🛠️ Cleaning up bad financial advice from the past

 

Get in touch with the Peterson Financial team: https://petersonfg.com/