In this episode of Retirement Done Right, hosts David Rath and Pat Kalish tackle a question most people don't think to ask: Should you change your financial advisor when you retire?

The skills that helped you accumulate wealth—growing your nest egg, making deposits, riding out market ups and downs—are not the same skills needed to safely generate a retirement paycheck, minimize taxes, and coordinate Social Security and Medicare.

In this episode, we cover:
• Why the "descent" (decumulation) is more dangerous than the "ascent" (accumulation)—and what that means for your money
• The critical questions every retiree should ask their advisor (and the red flags to watch for)
• Why tax strategy is an investment, not just a cost—and how to avoid surprise tax bills
• The devastating impact of sequence of return risk on a retirement portfolio
• Why coordination between your advisor and CPA is essential (and what happens when it's missing)

Whether you're years away from retirement or already there, this episode will help you evaluate whether your current advisor is truly equipped to guide you through the next phase of your financial life.

Resources:
Visit contwealth.com for more articles, guides, and tools to help you build a confident retirement.

Disclaimer: The information provided is for educational and informational purposes only and does not constitute investment advice. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor. Continuum Wealth Advisors, LLC is a registered investment advisor. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.

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Disclosure

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor. 

Continuum Wealth Advisors, LLC (“Continuum”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.