In this episode, Andrew Pappas explains who can benefit from working with New Heights and what the planning process looks like. From younger investors building retirement savings to retirees deciding how to turn those savings into income, Andrew emphasizes an education-first approach rather than a high-pressure sales process. He also explains why retirement can become overwhelming when multiple advisors are working independently and how having someone look at the entire financial picture can help identify potential tax, Medicare, and income issues before they become problems.