
In episode 2 we answer your questions about how to hire your financial planner. We also discuss the Investment Policy Statement and how to make sure you and your advisor stay on the same page.
Sep 20, 2022
53 min

In episode 1 we examine retirement as a lifestyle, rather than an event. We discuss how the word "busy" has a new definition within this lifestyle. Our audience question is about Social Security. We conclude by talking about financial planning as a lifelong process, not a 1-stop shop, and how to choose a financial advisor.This episode originally aired on July 31, 2011 on the radio in Northeast Ohio. We have updated the episode where needed, but for the most part, the information was still as relevant today as it was then, and we are happy to present it to you in podcast format.
Mar 16, 2022
46 min
