))
Ep #101: Going Beyond 'Financial Advisor Near Me' to Find the Right Fit
Manage episode 433110586 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This episode explores the nuances of selecting an advisor beyond proximity, emphasizing the importance of virtual collaboration, comprehensive planning, and evidence-based investment philosophies. Joe also highlights the value of specialized advice, the pitfalls of advisor diversification, and the necessity of transparent, ongoing communication with your financial team. Whether you're nearing retirement or planning your financial future, this episode has insights to guide you toward financial security.
Read the full show notes and find more information here: Ep 101 Show Notes
100 episodes
Share
