Retirement Planning Beyond Investments: Robert Cannon on Fiduciary Advice, Taxes, and Financial Security

What does it really take to retire with confidence? In this episode of the NY Professional Spotlight Podcast, host Roman Kirzhner sits down with retirement specialist Robert Cannon, who shares why successful retirement planning is about much more than simply growing investments. With more than 35 years of experience, Robert explains how taxes, Social Security, inflation, healthcare costs, and investment risks all work together to shape a secure retirement.

During the conversation, Robert discusses why acting as a fiduciary—always putting the client's best interests first—is the foundation of quality financial advice. He shares stories from his own career, explains why many investors unknowingly pay excessive fees, and highlights the importance of getting a second opinion when making major financial decisions.

The discussion also explores how artificial intelligence is beginning to assist financial professionals while emphasizing the importance of verifying AI-generated information with experienced experts. Robert explains why education, careful planning, and personalized advice remain essential for anyone preparing for retirement.

Whether you're years away from retirement or already planning your next chapter, this episode provides practical insights into protecting your wealth and making informed financial decisions.

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