Why Better Questions Build Better Retirements (Part 1) Artwork

Retire On Your Best Path with Liz Whitteberry

If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.

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Retire On Your Best Path with Liz Whitteberry

Why Better Questions Build Better Retirements (Part 1)

November 26, 2025 • Liz Whitteberry

Most retirees think they’re asking the right questions, but the most common ones are often framed in ways that lead to incomplete or misleading answers. In this episode, Liz walks through several of the top retirement questions people ask and explains how to reframe each one so the answer actually helps you make better decisions. Learn how to ask better questions so you can make smarter, more confident decisions for your retirement!

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

“How Much Do I Need?” Reframed: shifting the focus from savings totals to income needs

Long-Term Care Insurance: evaluating options instead of simply “rolling the dice”

Maximizing Returns: focusing on keeping your money, not chasing the highest return

Finding Value in Advice: looking beyond “lowest fees” to find true value

Minimizing Lifetime Taxes: why lowering this year’s bill isn’t always the smartest move

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Liz Whitteberry, CPWA®, RMA®, CFA®, AIF®

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