Retirement Replay: 5 Questions to Ask a Potential Financial Advisor, Ep #61
Sep 02, 2021•22 min
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Episode description
In this special Retirement Made Easy Replay, we take a look back at a popular episode. I'll cover the five questions you need to ask a financial advisor to make sure they're THE right fit for you:
- Question #1: How long have you been doing this?
- Question #2: Do you have a specialty?
- Question #3: Are you a fiduciary?
- Question #4: How are you compensated?
- Question #5: What does working together look like?
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