When to Meet an Advisor


Manage episode 232350837 series 1238356
By Retirement 360 and Alan Mercurio. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
This week on Retirement360, MWA advisor Alan Mercurio and host, Randy Cook, dive in to the importance of finding the right financial advisor and why you would consider meeting one sooner rather than later. At MWA, we focus on education and the necessary steps families need to take to make sure their retirement is sound. Planning for retirement is more than taking your last of work - it is ensuring your life becomes what you want, not what it has to be. Learning about investments, insurance, Social Security timing, tax preparation and having an estate plan all tie together for the stress free future most families seek.

144 episodes