b'
Have you ever asked yourself what would happen to your money if something happened to your advisor? This is a common and very legitimate question to ask.
It is important to keep in mind that nothing\\u2019s going to happen to your money, whether you\\u2019re working with independent advisors like us or a larger institution. Your money is housed by a custodian and will still be there if something does happen to your current advisor.
In this episode of the Secure Your Retirement podcast, we carefully explain the scenario that would occur if your advisor were to be \\u201chit by a bus\\u201d. We cover how teams are set up to ensure there\\u2019s a continuity plan and the decision you\\u2019ll be needed to make as the client.
In this episode, find out:
Tweetable Quotes:
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to morgan@pomwealth.net.
'