What to Do If Your Financial Advisor Retires with Andrew Mirolli, CEPA

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Andrew Mirolli, CEPA. Andrew is the Co-founder and Head of Client Services at BuyAUM. This is the first episode of a three-part series discussing business succession planning through the lens of a financial planner. In this episode, Andrew and Mike talk about what steps to take if your financial planner either retires, or something unexpected happens to them. The two discuss key things to look for and questions individuals should be asking a new advisor, as well as from the advisor perspective, what to do in order to protect clients in the event something happens to them. This is a great episode for anyone who is working with an advisor who may be on the doorstep of retirement. ​ For more information on Menninger & Associates Financial Planning visit .

You can listen to What to Do If Your Financial Advisor Retires with Andrew Mirolli, CEPA online on Radio and Podcast. Open the player on this page to stream the available audio.

What to Do If Your Financial Advisor Retires with Andrew Mirolli, CEPA is an episode from Financial Planning Explained by financialplanningexplained.

This episode is 32:54 long.

This episode was published on Feb 3, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Financial Planning Explained when more episodes are available from the podcast feed.