Red Flags Your Retirement Advisor Might Be Missing

14/08/2025 14 min
Red Flags Your Retirement Advisor Might Be Missing

Listen "Red Flags Your Retirement Advisor Might Be Missing"

Episode Synopsis

What if your retirement plan is missing the most important piece—clarity? In this episode, Bryan Gaiser shares the top red flags that signal it’s time for a second opinion, from poor communication to unmanaged risk and overlooked tax strategies. Learn how to build a reliable income stream, rebalance your portfolio with purpose, and use tax-smart moves like Roth conversions and harvesting to keep more of what you’ve earned. If you’re unsure about your current advisor or your retirement direction, this episode will help you take the next step with confidence.   Schedule your complimentary appointment today: gaiserfinancial.com   Follow us on social media: Facebook | LinkedIn   Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI. See omnystudio.com/listener for privacy information.