Can a robo-advisor really replace the human touch in retirement planning? In this episode, Peter Laliberte explains why true retirement success goes beyond algorithms, covering the five essentials: income, investments, legacy, health, and taxes. From the pitfalls of DIY estate planning to the importance of having a real conversation about wills and trusts, Peter shares why every retiree—no matter their wealth—needs a plan that’s personal, practical, and built to last. Ready to connect with Peter? Contact him here. Facebook | LinkedIn See omnystudio.com/listener for privacy information.

Ver todos los episodios