Go offline with the Player FM app!
How to Evaluate (and Choose) a Financial Advisor
Manage episode 394694724 series 1521440
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!
206 episodes
Manage episode 394694724 series 1521440
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!
206 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.