#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!
Retirement Planning Education, with Andy Panko
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Navigating Investment Risks and Advisor Transitions
This chapter examines the challenges of managing investment strategies, especially when urgency arises in retirement savings. It highlights the importance of informed decision-making amidst market risks and explores the complexities of transitioning to new financial advisors while ensuring continuity of service. Personal anecdotes and strategic insights underscore the necessity for clients to be proactive in their financial management during these pivotal changes.
Transcript
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