On this episode of Roadmap to Retirement, I am joined by John Howe-Wemett, CFP®, MS, from Generation Capital Management. For this episode, we focused on the misconceptions about financial advisors and how their role extends beyond portfolio management to include important elements like tax planning, risk management, and spending strategies.

It is important to stress the comprehensive approach to financial planning, like realistic expectations for marketing performance and the psychological aspects of money management, such as spending habits and emotional challenges retirees face. The conversation highlights the necessity of tailoring financial plans to individual needs and preferences to achieve the best possible outcomes for clients.

It’s always great being able to have these conversations and collaborate with other financial advisors, John being “one of the good ones” made it very fun!