Mailbag Questions 38

Aug 22, 2026 · 42m 2s
Mailbag Questions 38
Description

"Is your financial advisor truly looking out for you—or just your portfolio?" Discover what your advisor’s behavior might really mean and why your advice should evolve as you get closer...

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"Is your financial advisor truly looking out for you—or just your portfolio?" Discover what your advisor’s behavior might really mean and why your advice should evolve as you get closer to retirement. Learn to spot overlooked warning signs, understand the risks of a "set it and forget it" strategy, and find out how a truly personalized process can reshape your financial future. This episode’s practical insights will challenge what you thought you knew about retirement planning and who you trust to guide you.

Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
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Author Eric Pedersen
Organization AE Media
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