🔍 Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial advisory industry. We expose what "fiduciary" really means, break down hidden fees, and reveal what TRUE holistic financial planning looks like. 🔹 Key Takeaways: ✅ Industry Evolution: From 1970s stockbrokers to modern holistic planners - how the advisor role has transform...
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🔍 Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial advisory industry. We expose what "fiduciary" really means, break down hidden fees, and reveal what TRUE holistic financial planning looks like. 🔹 Key Takeaways: ✅ Industry Evolution: From 1970s stockbrokers to modern holistic planners - how the advisor role has transform...
Home Transition Coming Up? This Solution Changes Everything
Retirement Done Right w/ David & Pat
31 minutes
2 months ago
Home Transition Coming Up? This Solution Changes Everything
🏠 Navigating a Home Transition? Here's How to Make It Stress-Free 🏠 In this episode of Retirement Done Right, host Pat Kalish sits down with Erin Larkin-Maguire, founder of Good LineHomes, to unpack the emotional, logistical, and financial complexities of downsizing or relocating in retirement. 🔹 Key Takeaways: ✅ Custom Solutions – How to tailor a home transition to your unique needs (stay in your home, sell, or time a move perfectly) ✅ Case Studies – Real stories of retirees who unlocked e...
Retirement Done Right w/ David & Pat
🔍 Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial advisory industry. We expose what "fiduciary" really means, break down hidden fees, and reveal what TRUE holistic financial planning looks like. 🔹 Key Takeaways: ✅ Industry Evolution: From 1970s stockbrokers to modern holistic planners - how the advisor role has transform...
