The Retirement Income Show with Dave Stearns

It's Christmas Time! Has Your Advisor Been Naughty or Nice?

Dave Stearns

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0:00 | 24:22

It’s Christmas time, and we're checking the list twice — is your financial advisor ending the year on the “naughty” or “nice” side? In this festive episode of The Retirement Income Show, we break down the signs of a truly client-focused advisor, the red flags that might signal it’s time for a change, and the smart end-of-year moves that can set you up for a stronger 2026. Wrap up the year with clarity, confidence, and a little holiday cheer.