Ep 34: Investors Beware: Advisor Red Flags

Retirement Plain & Simple

In this volatile market, a lot of us are thinking about reaching out to an advisor if we haven’t worked with one previously. So, what red flags should we look out for when it comes to working with a financial professional?

If your advisor doesn’t seem to be specialized in a certain age or part of retirement planning, they may be stretched too thin. Specialized advisors are able to focus more on your needs. If your advisor only tells you good things, you probably want to consider what they’re not telling you. On today’s episode, we’ll break down 5 red flags to look out for when working with an advisor.

What we discuss:

1:17 – Working with all clients

4:38 – They only tell you the good things

10:36 – They can’t explain things

13:47 – They talk more than they listen

20:00 – High level of market certainty

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/