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

Listen:

On This Episode

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.

Mark shares why concerns about outliving money are justified, and how distractions like market fear or product sales can get in the way of real planning. You’ll also hear what’s changed over his 30-year career, why working past 65 is more common than ever, and how generational caregiving and family support can quietly impact your retirement.

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

Thanks for joining us! We’ll be back for another show every other Thursday.