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The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?

Author
Charisse Rivers
Published
Sat 02 Aug 2025
Episode Link
https://omny.fm/shows/retirement-coffee-talk/the-advantages-of-using-a-financial-advisor-the-tax-problem-many-seniors-are-experiencing-just-a-few-years-into-retirement-what-are-people-looking-for-in-their-retirement-plan

On this episode:

  • Only 25% of people use a financial advisor. What are their reasons for going it on their own?
  • 72% of seniors wish they could go back in time and fix this tax problem.
  • When people pick their financial advisor, what are the main things they are looking for?

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