Retirement brings unique challenges that you may not experience during your working years. Advisors that work with retirees or those close to retirement should understand this and adjust their practices accordingly. In this episode, Joe Allaria is joined by 30-year industry veteran, Scott Carson, as the two discuss five things a retirement-focused advisor should do.
We also cover a listener question from Julie on long-term care premium increases, and if it makes sense to keep these policies as the premiums go up.
About Our Guest
Scott Carson, AIF®, CEPA is a Senior Wealth Advisor with CarsonAllaria Wealth Management and specializes in working with retirees and those close to retirement, and takes a keen interest in the holistic aspects of financial planning, including tax and estate planning issues. Many of Scott's clients are current or former small business owners and Scott has helped several build succession plans to transition those businesses.
Scott began his financial planning career in with IDS (An American Express Company) in 1989 after working as a commercial banker for five years with MidAmerica Banks and Citigroup. He was a partner with the Pines Financial Group prior to founding Meridian Financial Group in 1999, where he continued to build his client base for over 15 years. He co-founded CarsonAllaria Wealth Management, an independent Registered Investment Adviser, in 2017.
Resources mentioned in the show
- How to Get Your Free Retirement Assessment
Submit Your Questions
To submit a listener question, visit our website HERE and enter the details of your question.
Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
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