DiscoverKeen on RetirementOne Retirement Question, Two Different Answers: Who Should We Trust?
One Retirement Question, Two Different Answers: Who Should We Trust?

One Retirement Question, Two Different Answers: Who Should We Trust?

Update: 2025-09-10
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Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors.

One advisor said they could retire.

The other said that they should keep working.

So ... Who's right?

On today's show, we try to split the tie and help Mark and Lisa set the best course for a successful retirement.

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One Retirement Question, Two Different Answers: Who Should We Trust?

One Retirement Question, Two Different Answers: Who Should We Trust?