In this episode of the Baird Retirement Management Show, we're joined once again by Greg Ashcroft and Scott Bartosh to tackle the questions and concerns many people have before their first meeting with a financial advisor. We explore the process of transitioning into retirement, from understanding your timeline and must-haves to sharing sensitive financial details with your advisor.
Greg and Scott share practical insights on how working with an advisor can help optimize your financial plan—whether you're well-prepared, on the borderline, or feeling behind. They address common fears about judgment, provide examples of how to adjust your plan when needed, and offer encouragement for those who feel unsure about their retirement readiness.
If you've ever wondered what to expect from that first meeting, or if you're hesitant about whether you're "ready" to sit down with a financial advisor, this episode is for you. Listen in to learn why financial planning is less about judgment and more about building confidence for the future you want.
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Tune in to gain clarity and confidence for your retirement journey!
