In our industry, there’s a saying: the two people in your life that you want to make sure are younger than you are your financial advisor and your doctor. After all, if you’re 50 or 60 and working with a financial advisor who’s the same age as you, guess what they’re going to be doing in 5, 10, or 15 years? When you retire, they’ll probably retire too!

To discuss this topic, we’re thrilled to be chatting with Chase Reardon, who’s in-house with us here at SHP Financial–and one of our younger advisors. He’s passionate about getting to know his clients on a personal level and a financial level to help them retire successfully.

In this podcast, we discuss the advantages–logistical, technological, and otherwise–that come with working with a younger advisor. You’ll learn about the unique mindset that younger advisors bring to our industry, how they’re working to evolve the field, and several factors to consider as you build your retirement plan, no matter your (or your advisor’s) age.

In this podcast interview, you’ll learn:

• Why you may need a succession plan not just for yourself, but for your financial advisor, when you work with someone your age or older.
• How working with a younger advisor can give you access to new financial planning tools, including cloud-based modeling and risk analysis solutions.
• Why COVID, interest rates, and inflation have changed how younger advisors think about, approach, and build financial plans.
• How to ensure you’ll have long-term continuity with your financial advisor.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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