The Difference Between Wealth Managers and Retirement Planners
Автор: Vincent Financial Group
Загружено: 2025-07-09
Просмотров: 39
Описание:
Most financial titles are just marketing fluff. In this episode, we break down how to tell if your advisor is truly guiding your retirement—or just selling a label.
Take the assessment at: riskinretirement.com/advisor-assessment
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Woodstock, GA 30188
(770) 485-1876
🔍 Chapters:
00:00 - 02:23 - What Do All These Financial Titles Actually Mean?
02:23 - 06:01 - Why We Call Ourselves Retirement Guides
06:01 - 08:45 - The Mountain Analogy: Climbing vs. Retiring
08:45 - 13:16 - Are You Drawing From the Right Accounts in Retirement?
13:16 - 16:34 - Wealth Manager vs. Income Planner
16:34 - 22:00 - How the 20-Question Assessment Reveals the Truth
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