You might not be unhappy with your current financial situation, but there is a difference between "fine" and truly confident. Many people approaching retirement sense they could be getting more from their planning relationship but are not sure what that looks like. In this episode, Jaime Cowper, a financial advisor with over 20 years of experience, shares a story about a couple who switched advisors not because anything was wrong, but because they wanted the kind of retirement confidence they kept witnessing in others. Jaime explores what it means to build peace of mind on purpose through clear communication, consistent reviews, and a retirement plan that actually makes you feel secure. If you are a pre-retiree wondering whether your current plan is truly serving you, this one was made for you.