The Financial Advisor Checklist: What To Look For (And Avoid!) (EP.186)
Episode description
Ready to retire but uncertain about your next steps? Let’s build a retirement plan you can count on. Schedule a call with Peter now.
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Do you know what to look for when hiring a financial advisor?
Choosing a high-quality advisor can feel overwhelming, with countless titles, credentials, and compensation structures to navigate. In this episode, we discuss core items to look for, a framework to identify an advisor who aligns with your goals, and how the fees could impact your retirement plan.
Listen now and learn:
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The biggest myths about financial advisors that could cost you
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Why some advisors might not have your best interests at heart
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Key steps to simplify the process of finding the right financial partner
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.