Retirement Answer Man · Roger Whitney, CFP®, CIMA®, RMA, CPWA®
How to Choose a Retirement Coach
·36 min·3 clips
Kevin Lyles reveals why retirement coaches don't sell products but ask probing questions about risk.
As heard by us
A practical way to judge whether a retirement coach fits the problem in front of you.
Choosing a retirement coach is framed as a practical match, not a fancy credential hunt. The advice is to look for a coach who specializes in the retirement issue at hand, read the bios closely, and make sure the focus lines up with the work that needs doing.
Why you'd press play
Choose a retirement coach without turning the search into guesswork.
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