Press release
Dan Brooks, with Xexis Private Wealth, Interviewed Influential Entrepreneurs Podcast Discussing Things Advisors Don't Explain That Could Negatively Impact Retirement
Dan Brooks discusses navigating the hidden risks in retirement planning.
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent- [https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement/]explained-that-could-negatively-impact-your-retirement/ [https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement/] [https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement/]
Financial advisors may unintentionally neglect to fully explain certain aspects of retirement planning, not necessarily out of malice but due to a lack of expertise or restrictions from their firms. In a podcast episode, Dan Brooks, the founder of Xexis Private Wealth, highlighted that advisors may not intentionally leave out crucial information that could impact retirement planning negatively.
He mentioned that advisors working for big financial firms are often limited by the firm's guidelines and may not have the freedom to provide comprehensive advice to their clients. This limitation can result in clients not being informed about all the available options or potential risks associated with their retirement plans.
Furthermore, Dan emphasized that advisors may lack expertise in certain areas of retirement planning, leading to gaps in the advice they provide. For example, some advisors may focus on specific aspects of financial planning, such as investments, while neglecting other critical areas like estate planning or tax implications. This specialization can result in clients not receiving a holistic and well-rounded retirement plan that addresses all their needs and concerns.
Moreover, Dan pointed out that some advisors may not have the necessary training or experience to fully understand the implications of their recommendations. He shared a personal anecdote where he realized the shortcomings of the advice he provided earlier in his career when he worked for a large financial firm. This lack of awareness can lead to clients not being fully informed about the potential risks, fees, or consequences of their financial decisions.
Dan said: " Many times their training doesn't include the comprehensive advice that you could be receiving. So when people ask me, how would I know what I don't know? That's a scary thought. It is, and it's true of all of us. We don't know what we don't know. But in the financial planning, and retirement planning arena, there are some ways to put the odds in your favor."
Video: https://www.youtube.com/embed/eP1LnYtAaLU?rel=0&modestbranding=0&rel=0&showinfo=1&controls=1&autohide=2&showinfo=0?ecver=2
Video Link: https://www.youtube.com/embed/eP1LnYtAaLU
About Dan Brooks
Dan entered the U.S. Navy's Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years.
After his father's death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.
In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.
He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.
Dan's specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.
On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.
Learn More:
http://www.xexiswealth.com/
Recent news and interviews:
* Dan Brooks Discusses Understanding Critical Concerns of Retirement Planning:
https://authoritypresswire.com/dan-brooks-founder-of-xexis-private-wealth-interviewed-on-the-influential-entrepreneurs-podcast-discussing-understanding-critical-concerns-of-retirement-planning/
* Dan Brooks Discusses The Tax Implications of Large Retirement Accounts:
https://authoritypresswire.com/dan-brooks-founder-of-xexis-private-wealth-interviewed-on-the-influential-entrepreneurs-podcast-discussing-the-tax-implications-of-large-retirement-accounts/
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Media Contact
Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: Send Email [http://www.universalpressrelease.com/?pr=dan-brooks-with-xexis-private-wealth-interviewed-influential-entrepreneurs-podcast-discussing-things-advisors-dont-explain-that-could-negatively-impact-retirement]
Phone: 7202323112
Country: United States
Website: https://www.AuthorityPositioningCoach.com
This release was published on openPR.
Permanent link to this press release:
Copy
Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.
You can edit or delete your press release Dan Brooks, with Xexis Private Wealth, Interviewed Influential Entrepreneurs Podcast Discussing Things Advisors Don't Explain That Could Negatively Impact Retirement here
News-ID: 3475568 • Views: …
More Releases from Getnews
New Book Explores the Ancient Hebrew Name of God and the Scriptural Evidence for …
Image: https://www.aionewswire.com/storage/images/ckeditor//9798892287463-Perfect_1765382027.jpg
A new thought-provoking work, The Mystery of God's Ancient Hebrew Name and Reincarnation Proven in the Scriptures [https://www.amazon.com/dp/B0G1ZDX9YR], dives deeply into two of the most debated and often misunderstood subjects in faith discussions: the original Hebrew name of the Creator and the presence of reincarnation within biblical texts. Drawing from years of study, cross-referenced Scripture, and linguistic research, author Chet Netherly presents a compelling examination centered on restoring long-overlooked…
A Heartfelt Journey Into the Mind of a Young Dreamer Todd Michael Begin Releases …
Image: https://www.aionewswire.com/storage/images/ckeditor//85905104270_1765380679.jpg
Northern Ontario author and longtime educator Todd Michael Begin invites readers into a touching, imaginative, and deeply human story in his debut children's book, My World is Home [https://www.amazon.com/World-Home-Middle-School-Author/dp/1038343143]. Blending slice of life storytelling with whimsical fantasy, Begin captures a week in the life of a young boy who navigates everyday challenges while escaping into a world of vivid daydreams where ordinary people become creatures, friends, or heroes.
Written with…
Federixa & BEAX release their electronic music
Image: https://www.globalnewslines.com/uploads/2025/12/5f95777dcc1e2dcc357a8a1d12fb3e49.jpg
Experimentation and creativity with over 100 official tracks at just 10 and 8 years old
Federixa (10 years old) and BEAX (8 years old) are two young Italian producers and songwriters with an overwhelming passion for electronic music. They don't sing, but they produce, write, and create original sounds ranging from Tech House to Melodic Techno, from Electro Dance to Electronic Hip Hop. Despite their young age, they are already…
brainSHARE Founder and Chamber Board Member Joe Siecinski Launches Complimentary …
Image: https://www.globalnewslines.com/uploads/2025/12/1765328151.jpg
"I can't stop the business ground from shifting. But through this program, I can help owners strengthen the systems and human connection they need to find their footing and move forward with confidence. That's why this matters now more than ever." - Joe Siecinski, Founder: brainShare Business Mentors.
brainSHARE Founder Joe Siecinski is offering new Silicon Valley Chamber members two months of free access to The Success Circle, helping business…
More Releases for Dan
Introducing Dan Gentile - Owner of The Dan Gentile Dog Training Center
Image: https://www.globalnewslines.com/uploads/2025/12/198fa56ee79b1acf1f8ff4ea38f71530.jpg
Dan Gentile, owner of The Dan Gentile Dog Training Center located in Howell, NJ. Dan says that dog training methods have changed since he began training dogs at the age of 12 years of age. Dan has trained thousands of dogs from coast to coast for movie, television stars, and clients from all over the United States and other countries from around the world. He has put on training…
ELFI Signs Management Deal with Strategist Dan Kennedy
Image: https://www.abnewswire.com/upload/2025/08/417299d31cbfc42f79b018862ab29114.jpg
New York, NY - ELFI, the NYC-based multidisciplinary artist known for her work as a singer, songwriter, painter, and founder of the luxury wig line Elina Ross Studio, has officially signed a strategic management deal with renowned marketing authority Dan Kennedy.
Image: https://www.abnewswire.com/upload/2025/08/7e4894a6daa9480d44ca206a370fccf6.jpg
Kennedy-celebrated for shaping high-impact brands across the entrepreneurial and creative spaces-will now advise ELFI on brand positioning, audience growth strategy, and cross-platform expansion. The move marks one of…
Fastech's Dan McGill Speaks at CHBC Hydrogen Panel
Dan McGill, founder of FASTECH, recently participated as a panelist at the California Hydrogen Business Council's (CHBC) Hydrogen Panel, held on February 12, 2025, in Berkeley, California. This event, focused on transit advancements, gathered experts from the hydrogen and fuel cell industries to discuss the future of hydrogen technology in sustainable energy and transportation.
Image: https://www.globalnewslines.com/uploads/2025/03/56be2aec7a84bc0fd4411cff4d8bf345.jpg
Dan McGill, founder of FASTECH, recently participated as a panelist at the California Hydrogen Business Council's…
Dr. Dan Vanderweit launches his new website FreedomLakeGeneva.com
Chiropractor Dr. Dan Vanderweit launches a new website to serve the wonderful people of Lake Geneva, Wisconsin, and its surrounding areas.
Image: https://authoritypresswire.com/wp-content/uploads/2024/08/freedom-profile-backround.jpg
Lake Geneva, Wisconsin - Dr. Dan Vanderweit, a renowned chiropractor, has officially launched his new website, FreedomLakeGeneva.com, to provide exceptional chiropractic care and valuable health and wellness information to the vibrant community of Lake Geneva and its surrounding areas. With a mission to enhance the body's performance and help…
Fulham Names Dan Walter Product Director, LED Drivers
Fulham Chooses Industry Veteran as Product Director to Guide Emerging "Clever" LED Component and Smart Lighting Strategy.
Hawthorne, CA, USA -- Fulham Co., Inc., a leading supplier of lighting components and electronics for commercial and specialty applications, has named lighting industry veteran Dan Walter Product Director, LED Drivers. Dan brings more than 13 years of commercial lighting experience to Fulham and will be responsible for managing Fulham's line of LED drivers…
Formalities featuring Dan Grayber + Steuart Pittman
Johansson Projects presents Formalities, a two-person exhibition featuring works by Dan Grayber and Steuart Pittman, in which familiar structures and seemingly rigorous forms are born from aesthetic impulse and a higher ambition towards geometric harmony.
If machines are inventions that ease the daily burdens of human existence, Dan Grayber's work is the very antithesis of the statement. Grayber creates intricate mechanical objects that are designed solely to sustain themselves, rather…
