Navigating the Decision to Change Financial Advisors

23/07/2024 13 min
Navigating the Decision to Change Financial Advisors

Listen "Navigating the Decision to Change Financial Advisors"

Episode Synopsis

David Meche and Kevin Blanchard discuss various topics related to retirement planning and changing financial advisors. They also touch on the recent shooting at a Donald Trump rally and the importance of communication with clients. The conversation concludes with a discussion on the decision to retire early and the considerations that need to be taken into account, such as healthcare coverage. Ready to connect with David and Kevin?  Visit Meche & Associates today!See omnystudio.com/listener for privacy information.