Podknife - Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions by Stay Wealthy Retirement Show

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Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions

Podcast |: Stay Wealthy Retirement Show
Publisher |: Taylor Schulte, CFP®
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Business,; Investing
Publication Date |: Feb 02, 2023
Episode Duration |: 00:25:31

Today I’m wrapping up our series on Financial Advisors by answering five common questions.

Questions such as:

How important are professional designations like CFP or CFA?
What is the process for firing a financial advisor?
Will I incur fees and taxes when transferring investment accounts to another financial institution?

I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice.

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***

Episode Resources:

📬 Join the Stay Wealthy E-Newsletter

✏️ Grab the Episode Show Notes

📘 Pre-Order the More Than Money Book

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