In this episode of "The Big Picture Retirement Show," managing partner Reid Abedeen of Safeguard Investment Advisor Group joins co-host Mark Elliott to delve into the complexities of retirement planning. Reid discusses the founding of Safeguard Investment Advisor Group with partners Rick Rivera and Eddie Sota, emphasizing their collective mission to assist retirees and pre-retirees with comprehensive planning. They address the importance of creating customized plans that consider risks, taxes, investment fees, income planning, and wealth transfer. Reid also highlights the significance of having an advisor experienced in fluctuating market conditions, advocating for a holistic approach to financial planning that includes addressing identity theft in today's digital age.
Additionally, the episode features stories of families navigating retirement success and the role of emotional and familial dynamics in retirement planning. Reid shares insights into the importance of understanding clients' visions and goals, ensuring their financial security
