Worried where to start with financial planning questions you find online? In this episode Chris Drew answers the most-searched questions people ask about advisors and retirement — how to choose a fiduciary vs. a broker, what to bring to your first meeting, whether a robo-advisor will do the job, and how advisers actually manage cash flow, taxes, and estate issues. He also walks through practical, episode-ready steps: consolidating accounts, running cost & risk and overlap reports, documenting a real “spending plan,” and planning Medicare, Social Security timing, and long-term care — plus live listener Q&A on rollovers, 401(k) matches, IRAs, and long-term care alternatives. If you want a no-nonsense, step-by-step checklist for hiring an advisor and turning internet noise into an actionable retirement plan, this episode delivers.
Want help putting those answers into a plan? Book a free consultation at https://askthecaptain.com or call 833-DREW-CAP (833-373-9227).