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Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions
Manage episode 354256737 series 1521440
Today I’m wrapping up our series on Financial Advisors by answering five common questions.
Questions such as:
- How important are professional designations like CFP or CFA?
- What is the process for firing a financial advisor?
- Will I incur fees and taxes when transferring investment accounts to another financial institution?
I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice.
NEED TAX & RETIREMENT PLANNING HELP?
Click to Learn more about our FREE Retirement & Tax Analysis.
We help people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
Our Free Retirement Assessment™ will answer your BIG questions and help you properly evaluate our firm.
***
Episode Resources:
📬 Join the Stay Wealthy E-Newsletter
206 episodes
Manage episode 354256737 series 1521440
Today I’m wrapping up our series on Financial Advisors by answering five common questions.
Questions such as:
- How important are professional designations like CFP or CFA?
- What is the process for firing a financial advisor?
- Will I incur fees and taxes when transferring investment accounts to another financial institution?
I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice.
NEED TAX & RETIREMENT PLANNING HELP?
Click to Learn more about our FREE Retirement & Tax Analysis.
We help people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
Our Free Retirement Assessment™ will answer your BIG questions and help you properly evaluate our firm.
***
Episode Resources:
📬 Join the Stay Wealthy E-Newsletter
206 episodes
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