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039: Choosing the Right Retirement Financial Advisor: A Checklist for Success
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Clarity. Simplicity. Certainty. When it comes to turning our finances over to an expert, these are the three guiding lights that Host Josh Bretl, founder of FSR Wealth Strategies, wants us to keep in mind.
Retirement planning represents a different phase of life and requires the right expertise, which is why this episode of Retirement Equals Freedom is focused on providing you an all-important checklist to consider before turning your valuable assets – and future well-being – over to a financial adviser.
What are their credentials? Do they have solid knowledge of how to draw down assets – including how to sequence withdrawals and downstream tax implications? How about their style of communication and the quality of their team?
These are just a few of the factors to consider before deciding to whom you want to entrust your hard-earned savings.
If you’ve been planning all your life for a fabulous retirement, congratulations! But in order to get through the distribution phase of your journey, you’re going to want to have the right adviser in place.
And after you listen to this episode, you’ll know just what you’re looking for as well as the right questions to ask. To put it another way (in the words of computer scientist Alan Kay): “The best way to predict the future is to create it.” FSR Wealth is all about helping you find the tools to do exactly that!
Stay tuned for our next live episode of Java With Josh on Wednesday, June 21st. And in the meanwhile, check out this pod link resource for previous episodes of Retirement Equals Freedom and one-click access to your favorite platform for listening!
If you haven’t already, please sign up for all the news you can use (+ lots of fun) at this link for the Retirement Equals Freedom podcast newsletter. You might also want to join the conversation at our private Facebook group, which you’ll find here.
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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