Father & Son Advisors: The 3-Part Retirement Plan We Use for 2,500+ Clients

For the first time ever, Hunter Pistole joins his dad, Brad Pistole, RICP®, on the channel. Hunter shares what it was like to inherit a large book of business at 23, right in the middle of 2022, when both stocks and bonds got hammered at the same time.

Brad and Hunter then walk through the three parts of a retirement income plan: setting a guaranteed income floor, chasing growth with the rest, and planning for taxes. They also explain why annuities won't outperform the stock market, why they still play an important role, and why a one-size-fits-all advisor can leave your surviving spouse exposed.