Description

Being a good advisor isn’t about telling people what they want to hear or winning a popularity contest. It’s about evaluating a person’s finances and being realistic about what they need to do to reach retirement. 

In this episode of Retire With Freedom, Tad and Toni Hill will push back against some of the most common beliefs and opinions related to retirement planning. We want to help you understand our process for helping a client determine what they’ll need to retire and why it’s not always the most popular opinion. 

Here’s some of what you’ll learn in this episode: 

• What is the appropriate amount of risk that a retiree should carry? (1:25)
• When people quit working, we have to determine income needs.  (3:21) 
• Some brokers just take their client’s income projections as accurate but we want to run an analysis. (6:04) 
• How to determine how much money you need to retire. (9:15)

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006

Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio