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Three Questions for Your Financial Advisor
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Welcome to the Retire As You Desire podcast, where we empower you to take control of your financial future. In this episode, we're diving into three crucial questions you should be asking your financial advisor. But first, don't forget to subscribe to our YouTube channel for valuable educational content!
Question number one: What's your financial advisor's net worth? It's not about comparing, but understanding if they're managing their own finances effectively. After all, if they can't handle their own money, how can they manage yours?
Question number two: Where do they invest their own money? Transparency is key here. You want to align your investments with your advisor's approach and ensure they're walking the talk.
Finally, question number three: Which products do they avoid, and why? A true fiduciary considers all options to best serve your needs. Beware of advisors who limit themselves to certain products without considering the full spectrum.
Join us as we navigate the world of finance together, providing valuable insights to help you retire as you desire. Don't forget to share this episode with your friends and family to spread financial literacy and empowerment. Remember, we're here to help you achieve your financial goals!
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