1. EachPod

Is Your Advisor Asleep at the Switch?

Author
Dave Stearns
Published
Sat 23 Aug 2025
Episode Link
None

Is your financial advisor fully engaged—or just coasting on autopilot? When it comes to your retirement, having someone “asleep at the switch” could put your savings and future at risk.

In this episode of The Retirement Income Show, we uncover the red flags that signal your advisor may be snoozing on the job—from cookie-cutter portfolios and lack of tax planning to ignoring legislative changes and failing to understand your personal goals. We’ll also highlight what a proactive advisor should be doing to protect and grow your retirement savings.

If you’ve ever questioned whether your advisor is truly watching out for you, this episode will show you how to keep your retirement plan safely on track.

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