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. From retirement planning and healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations.

 

Here’s what we discuss in today’s show:

📊 Survey insights from 400+ financial advisors

💰 Why retirement income is more than just savings

📉 How to avoid outliving your money

🏥 Health costs and caregiving pressures

🛠️ Real planning vs. product sales

 

Financial Advisor Magazine article:

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

 

Want to get in touch with Mark? 

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832