Inside the Advisor’s Office: What People Are Actually Concerned About

Many people approach retirement age asking the question, “Have I done enough?”  It’s a common worry, but are they really focusing on the right things?  Based on a survey of nearly 400 experienced advisors, Lee explores the gap between what clients fear and what he believes truly deserves their focus when planning for retirement. He unpacks why concerns like outliving your money and market crashes dominate our minds and the two key factors he believes matter more.

Retirement is often seen as a time of relaxation and enjoyment, but it can also be fraught with anxiety and uncertainty. Understanding the common worries can help individuals better prepare for this important phase of life, even in the wake of rising costs and increasing life expectancies. Tune in for tips on how to feel more confident about your financial future!

Here’s what we discuss in today’s show:

📉 Outliving your money is a top fear but solvable with the right plan

📬 Reliable income = confidence in retirement

🧾 Healthcare is a concern, but not the only thing worth planning for

👫 The financial impact of losing a spouse is often underestimated

💸 Don't just save money- learn how to spend it purposefully

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