Who manages your money when your advisor retires? #retirement

Schedule an introduction: https://calendly.com/matthew-holisticplanning/new-client-meeting-a Are you hiring a financial advisor for the long haul or just for today? Most people choose an advisor based on short-term returns, but retirement planning requires a decade-plus strategy. This video helps you identify if your current or future advisor can actually support your spouse and your financial goals over the next twenty years. Subscribe for more practical retirement planning advice.

Added 13 Aug 2026