13. Insurance Agent vs. Financial Advisor - Who Should You Trust - How are They Paid?
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When it comes to planning your retirement, the person giving you advice matters just as much as the advice itself. In this episode of Retirement Income School, we break down the key differences between a financial advisor and an insurance agent — and how each gets paid. You’ll learn who focuses on market growth, who focuses on protection and guaranteed income, and how to choose the right fit for your goals. I also share five key questions you should always ask before hiring any financial professional.
TIMESTAMPS
00:00 — Why who you hire matters
01:00 — How financial advisors and insurance agents differ
03:00 — How financial advisors get paid
05:00 — How insurance agents get paid
07:00 — When to choose growth, protection, or both
09:00 — Five key questions to ask any advisor or agent
11:00 — How I work and what to expect
12:00 — How to take the next step
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👩🏫 About Dr. Amanda:
Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone.
She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and social security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence.
DISCLAIMER:
The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.