Six Point Checklist: Hiring a Financial Advisor for Retirement

Retire Ready with Kyle Hammerschmidt

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Planning for retirement is a journey, and choosing the right financial advisor is one of the most critical decisions you'll make. In this episode of Retire Ready, host Kyle Hammerschmidt unpacks the essentials for finding the perfect advisor to guide you through the complexities of retirement planning.
🔑 What You'll Learn:
- The Six-Point Checklist:
- Fee-only financial advisors and why their transparency matters.
- The importance of independence for unbiased advice.
- Fiduciary duty and its impact on your financial future.
- Tax-focused planning to minimize your retirement tax burden.
- Tailored strategies designed for your unique financial goals.
- Why your advisor's age and specialization make a difference.
- Actionable Tips: How to evaluate potential advisors and align their expertise with your retirement needs.
- Real Insights: Examples and explanations to help you navigate the "decumulation phase" with confidence.
Whether you're within 10 years of retirement or on the cusp, this episode equips you with the knowledge to secure your financial future.
Connect With Us:
Website: https://mokanwealth.com/
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Facebook: https://www.facebook.com/mokanwealth
Retire Ready Academy: https://retirereadyacademy.org/

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Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.