Skip to content
Get started
Back to all episodes
The Unplanned Exit: Why Financial Advisors Struggle with Their Own Retirement

The Unplanned Exit: Why Financial Advisors Struggle with Their Own Retirement

Legacy Builders
• 15 min
Play episode
In this episode of Legacy Builders, we explore a surprising paradox: financial advisors, experts in planning others' retirements, often struggle with their own. Delving into a revealing PDF, we uncover five key reasons behind this dilemma. From deep emotional attachments to their practices and fears of losing control, to financial uncertainties and a lack of time, these challenges are both psychological and practical. We also discuss the intriguing "I'll-never-retire" mindset, which can hinder proactive planning. Join me as we uncover valuable lessons not just for advisors, but for anyone facing major life transitions. Discover how taking control and planning ahead can preserve your legacy and ensure a smoother journey into retirement.