7 Questions You Should Ask When Interviewing a Retirement Planner
Choosing a retirement planner is one of the most important financial decisions you’ll ever make.
But not all planners offer the same services, philosophy, or level of commitment.
The best way to separate a good fit from the rest? Interview 3-5 different advisors, and ask the right questions.
Below you’ll find 7 questions you should ask any retirement or financial planner before hiring them, along with what to listen for, and how Sanders Retirement Planning approaches each area.
When Can I Retire? vs. Should I Retire?
For most people, the idea of retirement is both exciting and intimidating. Over years of financial planning conversations, we’ve noticed one question comes up more than any other:
“When can I retire?”
It’s an important question — but not always the most important one. As you approach the transition, a deeper and more meaningful question emerges:
“Should I retire?”
While both questions are essential, when you ask them, and how you use the answers, can shape your entire retirement journey.