22 min
How to Evaluate (and Choose) a Financial Advisor Stay Wealthy Retirement Podcast
-
- Investing
With over 300,000 in the U.S., finding a financial advisor is easy.
On the other hand, properly evaluating an advisor AND choosing the right expert to help with your unique needs is a challenging task.
To help, I'm providing an actionable framework for evaluating financial advisors in this episode.
I'm also sharing 3 critical things everyone should consider before entering into a new advisory relationship.
It doesn’t matter if you are looking for short-term help or a long-term relationship...if you're considering a financial advisor this year, you'll enjoy this episode.
WANT MORE RETIREMENT PLANNING TIPS?
Join 5,000+ listeners and subscribe to the Stay Wealthy Retirement Newsletter.
As a thank you, you'll receive a copy of my 2024 Tax Planning Cheatsheet.
👉 Click here to subscribe and grab your cheatsheet.
-----
EPISODE RESOURCES:
📊 Get Your Free Retirement Assessment!
✏️ Grab the Episode Show Notes
📘 Check Out the Retirement Podcast Network
With over 300,000 in the U.S., finding a financial advisor is easy.
On the other hand, properly evaluating an advisor AND choosing the right expert to help with your unique needs is a challenging task.
To help, I'm providing an actionable framework for evaluating financial advisors in this episode.
I'm also sharing 3 critical things everyone should consider before entering into a new advisory relationship.
It doesn’t matter if you are looking for short-term help or a long-term relationship...if you're considering a financial advisor this year, you'll enjoy this episode.
WANT MORE RETIREMENT PLANNING TIPS?
Join 5,000+ listeners and subscribe to the Stay Wealthy Retirement Newsletter.
As a thank you, you'll receive a copy of my 2024 Tax Planning Cheatsheet.
👉 Click here to subscribe and grab your cheatsheet.
-----
EPISODE RESOURCES:
📊 Get Your Free Retirement Assessment!
✏️ Grab the Episode Show Notes
📘 Check Out the Retirement Podcast Network
22 min