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What are Financial Planning Best Practices for Seniors?
Manage episode 347451178 series 3401706
A tartalmat a Joseph Soricelli biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Joseph Soricelli vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
This is Joe Soricelli of Aging Issues Management. I have 35-plus years of experience helping people age into and through retirement, answering both their financial and life strategy questions.
Are you dealing with a fiduciary, someone you trust?
In this episode of Aging Issues Radio, I presented at the Westchester Senior Law collaborative in Yonkers and the Bronx NY and I spoke about:
· Do you know what you are paying for with your financial advisor?
· The stock market, inflation, and other things are causing financial stress in our lives
· Learn about your personal risk profile
· Learn about your personal budget and financial planning options
· What about housing decisions?
· What are the best practices when it comes to retirement?
· How can regular people afford to deal with a professional?
If you trust someone with your money they are your fiduciary. You should know how they get paid, what they are going to do for you, and what to expect. Dealing with a fiduciary is a best practice and that fiduciaries should recognize that they have your best interests in mind.
If you’d like more information about aging in place, visit my website at https://agingissuesmgnt.com, call me at 914-468-0186, or email me at joe@agingissuesmgnt.com.
Please make sure to subscribe to Aging Issues Radio so you won’t miss the latest episodes.
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