In this episode of FIN-LYT by EWA, Matt Blocki, Ben Ruttenberg, and Chris Pavcic tackle an important question: What should you do when your financial advisor retires? They discuss the growing trend of advisors nearing retirement, the challenges clients face during this transition, and actionable steps to ensure your financial plan stays on track.
The team covers key considerations, including whether to self-manage, transition to a new advisor, or stay with the same custodian. They dive into the importance of consolidating accounts, ensuring continuity in estate planning, and finding an advisor aligned with your long-term goals. You'll also hear tips on vetting potential advisors, understanding fee structures, and identifying red flags during the transition process.
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