Navigated to One Retirement Question, Two Different Answers: Who Should We Trust?

One Retirement Question, Two Different Answers: Who Should We Trust?

September 10
44 mins

Episode Description

Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors.

One advisor said they could retire.

The other said that they should keep working.

So ... Who's right?

On today's show, we try to split the tie and help Mark and Lisa set the best course for a successful retirement.

See all episodes

Never lose your place, on any device

Create a free account to sync, back up, and get personal recommendations.