288: How to Seek Out Unbiased Financial Advice with Jeff Levine

Today, I’m talking to Jeff Levine. Jeff is Chief Planning Officer at Buckingham Wealth Partners, a lead financial planning nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and a regular contributor to ThinkAdvisor. He’s also the Founder of Fully Vested Advice, Inc., where he provides financial education and consulting services to industry professionals.

Jeff is a thought leader in the field of evidence-based planning concepts and strategies and excels at distilling complex financial laws and policies into understandable resources. His expertise has allowed him to train countless advisors as they help guide their clients to achieve their financial goals.

I’m such a huge fan of Jeff’s work, and I just love the advice and insights he offers the world as I reference a lot of his research often with my own clients.

In today’s conversation, we’ll discuss why stepping into retirement is hard no matter how well you’ve planned and what to look for when seeking out unbiased advice from a potential financial advisor. He also shared his thoughts by answering a few questions that were submitted by our Weekend Reading audience. We definitely covered some hot topics; I hope you’ll get a lot of value from this episode.

In this podcast interview, you’ll learn:

• What Kaizen is and how to apply it to your life and well-being.
• Why retirement has turned into a more gradual process for so many people.
• How to make sense of financial advice, determine whether it’s any good, and identify bias.
• How the financial services industry is evolving to provide better value to clients.
• The optimal percentage of Roth versus traditional IRAs to have as you approach retirement.
• How to maintain a diversified bond portfolio with the potential for additional interest rate increases.
• Why Jeff thinks taxes are likely to rise and how to navigate these changes.

Show Notes: RetireWithPurpose.com/288

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Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading