Choosing the Right Financial Advisor: Retirement, Social Security, and Your Family’s Future
On this week’s Money Matters, Scott and Pat dive deep into what truly makes a great financial advisor—and why empathy and guidance matter as much as investment strategies. They share real-life stories that highlight how a trusted financial advisor can help families navigate some of life’s toughest moments: illness, unexpected retirement, losing a spouse, and planning for Social Security. From a caller facing a terminal cancer diagnosis to another couple debating whether to pay off their mortgage early, Scott and Pat explore the practical—and emotional—side of retirement and estate planning. Listeners will learn why selecting the right financial advisor isn’t just about numbers, but about having a partner who understands the human side of money.
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