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014: What to Look For in a Retirement Advisor
Manage episode 335034139 series 3338916
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Choosing a financial advisor is serious business. Ideally, you’re entering into a reciprocal relationship based on … what? That’s what we’re finding out. On this episode of The Retirement = Freedom Podcast we’re learning from Host Josh Bretl about the Top 9 things to consider in forming what is arguably one of the most significant – and hopefully enduring – partnerships in our lives. Finding the right advisor will determine over the long run not only quality of life in retirement but the peace of mind to manage through good times – as well as bad. You’ll hear about key questions to keep in mind, such as whether a prospective advisor has the right expertise, a solid team and fiduciary credentialing. Is Josh ready with some Founding Fathers trivia? Will Dave recover from a teen-age trauma associated with the broken horn on his mother’s car? Can we go out and hire a transparent, honest, accountable and talented financial advisor based on Josh’s criteria? Check, check and check!
Got a burning question (about retirement planning or 1990s music or Ne-Mo's Chocolate Chocolate Puddin' Cakes)? Join our new private Facebook group, which you can find here, and fire away. Josh and Dave will be offering up answers on future episodes!
Click here to learn more about or listen to previous episodes of The Retirement = Freedom Podcast.
Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team’s CPAs. When it comes to living your best life, it’s never too early to get started!
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