In This Episode:

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today.

From retirement planning to working longer than expected, Ryan’s breaking down the key takeaways and how they compare to what he sees in his own client conversations. We’ll also uncover the #1 concern advisors have, a surprisingly overlooked issue that deserves far more attention.

Ryan unpacks where clients and advisors agree, where they’re completely misaligned, and what risks could quietly derail your retirement if you’re not paying attention. We’ll also highlight the conversations more people should be having now, and how these gaps could leave your financial future vulnerable if left unaddressed. If you think you’re worried about the right things, this insider look might just change your mind.

Here’s what we discuss in this episode:

💬 What clients are really asking their advisors

📊 Survey insights that reveal surprising concerns

🏥 Why healthcare costs are a bigger threat than most realize

🧩 How planning early solves problems before they happen

0:00 – Intro

1:40 – Why Clients Seek out an Advisor

3:26 – Asset Requirements

5:52 – Top Client Concerns

8:11 – Healthcare Costs Shouldn’t Be Ignored

10:37 – Supporting Adult Children

12:10 – Working Past 65

Check out the Financial Advisor Magazine Article Here