Hear the story of Dr. Smith and how his retirement concerns are likely similar to many of your own. How do I select a good advisor? What to do with my employer retirement plans? How do I transition my healthcare? Hear all of this plus estate planning issues and Dr. Smith's reflections on his retirement transition in this jam-packed episode.
Key topics on this episode:
1:14 - Background on our conversation today
5:14 - How Dr. Smith found us
10:34 - Why Dr. Smith's meeting was different
11:51 - The earlier the better
12:43 - What was important to him
16:22 - Reactive vs proactive
18:11 - Two things that everyone cares about
21:56 - Starting the customization process
23:40 - Estate planning conversation
27:39 - How the relationship changes
29:27 - Where are we now with Dr. Smith?