In today’s episode, I sit down with Peter Janowsky, a financial advisor and accredited investment fiduciary who runs his own independent practice. With nearly three decades of experience, Peter has helped countless families navigate the complexities of retirement, estate planning, and financial security - always with a focus on independence and client-centered care.Throughout our conversation, Peter shares both his professional expertise and personal experiences that shaped his career. From protecting seniors against scams and financial exploitation, to tackling retirement challenges like Social Security timing, long-term care, and generational wealth transfer, Peter offers practical advice while reminding us that financial planning is as much emotional as it is technical.5 Key TakeawaysIndependence Matters: Peter explains how being independent allows him to focus fully on clients without quotas, proprietary products, or firm-imposed restrictions.Protecting Seniors: Through Project SAFE, Peter has spent years helping seniors avoid scams, sharing sobering real-world examples of financial exploitation.Planning Is Emotional: Financial planning isn’t just about returns—it’s about preparing for transitions, family dynamics, and personal well-being.Retirement Realities: From Social Security timing to long-term care costs, Peter emphasizes that there is no one-size-fits-all answer—every case is unique.The $100 Trillion Transfer: Over the next two decades, an unprecedented amount of wealth will pass between generations, bringing both opportunity and new challenges.Links & ResourcesWebsite: www.rjfsg.com LinkedIn: https://www.linkedin.com/in/peter-janowsky-93968a12a/ Call Peter: (516) 719-6396Leave The Key Homebuyers: (631) 388-7771Leave The Key website: leavethekey.com/seniors Final ThoughtsIf this conversation with Peter was as inspiring to you as it was to us, please take a moment to subscribe, review, and share this podcast. Peter’s perspective as both a financial advisor and someone who has personally navigated caregiving challenges reminds us that money is about more than numbers - it’s about people, preparation, and peace of mind. His insights on scams, retirement planning, and mindful financial strategies are invaluable for seniors and families alike. I’m grateful for the chance to share his expertise with you, and I hope it encourages you to think more deeply about your own financial journey and legacy.

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