The Influential Advisor Podcast

← The Influential Advisor Podcast20 Aug · 21 min

120: Edward Gaskey on Finding Financial Clarity Before You Retire

120: Edward Gaskey on Finding Financial Clarity Before You Retire20 Aug21 min

Edward Gaskey has spent almost 30 years helping people move from financial uncertainty to financial clarity, and in this episode he explains why that shift matters more than any single investment decision. He walks through the "million-dollar question" retirees rarely ask correctly, why most people plan for a worst case that almost never happens, and how a Social Security mistake nearly cost one client thousands. Ed also talks about his office's "dream boards," the surprising reason clients s...