Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor
Media Type |
audio
Categories Via RSS |
Business
Investing
Publication Date |
Jan 25, 2023
Episode Duration |
00:24:57

Today I’m tackling part four of our series on financial advisors.

Specifically, I’m covering three BIG things:

  1. What is a fiduciary financial advisor (and should investors work with one)
  2. How are 'fee-only' advisors different from 'fee-based'
  3. Where can retirement savers search for a financial advisor based on their needs

If you want to understand some of the most misunderstood financial terms + learn how to find a qualified advisor, today’s episode is for you.

NEED TAX + RETIREMENT PLANNING HELP?

Click to Learn more about our FREE Retirement & Tax Analysis

We specialize in helping people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.

Our Free Retirement Assessment™ will help you evaluate our firm and others you might be considering.

👉 Learn more here!

***

Episode Resources:

📬  Join the Stay Wealthy E-Newsletter

✏️  Grab the Episode Show Notes

📘  Pre-Order the More Than Money Book

This episode currently has no reviews.

Submit Review
This episode could use a review!

This episode could use a review! Have anything to say about it? Share your thoughts using the button below.

Submit Review