If having two financial advisors sounds like double the wisdom, think again. In this episode, Scott explains why splitting your money between multiple advisors can actually create confusion, gaps, and unnecessary risk in your financial plan. Using pilot and cockpit analogies, he breaks down how conflicting advice, overlapping investments, and missing coordination can lead to turbulence in your retirement strategy. Scott shares how one coordinated plan, one clear strategy, and one trusted advisor can bring the clarity and confidence your financial journey needs.
Here’s some of what we discuss in this episode:
💬 The challenge of conflicting advice and communication
🧩 Why your financial “puzzle” needs one complete picture
🧾 The importance of financial simplicity and organization
⚖️ Fiduciary duty and conflicts of interest
Resources:
Our website: https://retireairlines.com/
Phone: (419) 314-4139
Contact our team: https://retireairlines.com/contact-us/
Schedule an introductory call: http://callosborn.com/
Order your no-cost retirement toolkit: https://keap.page/lde199/the-pilot-s-planner-toolkit.html
Check out our other no-cost financial resources & guides here: https://retireairlines.com/guides-whitepapers/
The “When I Die” binder: https://retireairlines.com/wp-content/uploads/2024/10/Scott-O-FILLABLE-BINDER-10.22.24-1.pdf
Watch the podcast on YouTube: https://www.youtube.com/channel/UC_hNGqqVjqgtuoYZlu9i4yQ
