Hi Jan,
Over the years, we have talked a lot about financial strategies, including tax planning, investment allocations, and retirement income tools. But behind every spreadsheet is something more important: the human side of planning. This week, we took a step back to explore what drives financial advisors to do this work and why their role often goes far beyond managing money.
Our featured article highlights how the profession has evolved into something much more personal. Advisors today are problem-solvers, guides, and sometimes even a source of reassurance when uncertainty creeps in. If you have ever wondered what it is really like to work with an advisor, or what kind of support you can expect beyond the technical details, this is a great place to start.
| | | | The Psychology of a Financial Advisor When kids talk about what they want to be when they grow up, you’ll usually hear dreams of becoming firefighters, astronauts, or maybe even rock stars. “Financial planner” doesn’t often make the list. But if you ask the best advisors in the business today why they chose this career, you’ll hear something unexpected: they just really want to help people.
By Retirement Researcher | | | | Can Tech Replace Your Financial Advisor?
In this episode of Retire with Style, Wade and Alex sit down with ThinkAdvisor journalist John Manganiello to explore how technology is reshaping retirement planning. They discuss the evolution of holistic financial advice, the increasing use of specialized planning tools, and the ways both human expertise and digital solutions are expanding access to quality retirement guidance.
| | | | | | | | This week we focused a lot on the role of advisors in your retirement planning journey. Chances are, if you're reading this newsletter you are interested in learning all you can for yourself regardless of whether or not you're planning to hire an advisor. You may still be asking yourself where to start first… This is precisely why we created the Retirement Researcher Academy.
In the Academy, we have a large library of downloadable Tools intended to help support you in that learning process. Members have access to all of these resources that include, Calculators, Flowcharts and Worksheets.
You can start with your own RISA® now for free. But enrolling in the Academy will unlock access to the rest of our Tool Library that complement your RISA® Profile. | | | | |
