Does Your Financial Advisor Need to Be Local?

About this episode

Greg and Kristin discuss the importance of factors beyond proximity when choosing a financial advisor.

In this episode, Greg and Kristin explore whether proximity really matters when choosing a financial advisor—or if something else matters more. Greg and Kristen share a powerful story about a local woman who loved her longtime advisor but sought a second opinion after moving closer to Columbus. The conversation highlights why focus, experience, coordination, and comfort matter far more than zip code. You’ll hear what to look for in a retirement-focused advisor, why “perfect” doesn’t always mean complete, and how the right questions—and the right fit—can change everything.   🕒 Don’t leave retirement to chance—claim your FREE consultation now.   See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Greg, Kristin, Kristen

Topics covered

• financial advisor
• retirement planning
• local vs remote advisors

Keywords

• financial advice
• retirement-focused advisor
• client comfort

Mentioned in this episode

Products: FREE consultation

Places: Columbus

More episodes of Winning Retirement Radio

• Inflation, Social Security & the Real Cost of Retirement · June 9, 2026 · 12 min
• The Retirement Affordability Question · June 2, 2026 · 12 min
• When Retirement Changes Overnight · May 19, 2026 · 9 min
• Rich vs. Never Broke in Retirement · May 12, 2026 · 11 min
• How Much Should You Help Your Adult Children? · May 5, 2026 · 12 min
• The Real Reasons Most Families Lose Their Wealth · April 7, 2026 · 13 min