Marty discusses the changing landscape of retirement and the challenges faced by pre-retirees and retirees today.  He highlights the need for proper planning and diversification to ensure a secure retirement. The conversation also touches on the role of artificial intelligence (AI) in financial planning and the advantages of the human touch in creating personalized retirement plans. Marty discusses the importance of the human element in retirement planning and addresses common questions and concerns that clients may have. He emphasizes the need for a trusted advisor who can provide personalized guidance and support. Marty also discusses topics such as how financial advisors get paid, their qualifications, investment strategies, and communication with clients.

Reach Marty at 888-519-9096.

Smart Money Solutions