Free resource
The Retirement Specialist Selection Checklist
Choosing an advisor for retirement is a different decision than choosing someone to help you save. This checklist gives you an 8-step framework for evaluating whether an advisor, including your current one, has the expertise this stage requires.
- The questions to ask, and the answers you should expect to hear
- Which credentials signal retirement income expertise and which are marketing
- Warning signs that an advisor is built for accumulation, not distribution
- How to make a change without disrupting your accounts
Send me the checklist
Enter your email and it arrives in a minute.
One email with the checklist. Unsubscribe anytime.
Why this exists
Most advisors were trained to help you save. Few were trained to help you spend.
There are more than 300,000 financial advisors in the United States and over 250 professional designations. Almost none of them require any training in turning a portfolio into income that lasts 30 years, sequencing withdrawals for taxes, or timing Social Security for a household.
This checklist comes from The Retirement Specialist, written by Eric Ludwig, who directs the RICP® program at The American College of Financial Services. It is the same framework he uses to explain to advisors what a retirement specialist actually does.
From the book
The Retirement Specialist: Why Retirement Requires Expertise and How to Find It goes deeper on every item in the checklist.
Order on Amazon →Want to run Stockbridge through the checklist?
Five quick questions, then a 20-minute conversation with Eric. Ask him anything on the list.
See if you’re a fit