5 Tips For Hiring An Advisor
Aug 13, 2024•9 min
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Episode description
Restaurants and stores use various strategies to maximize profits. Don't most industries? That’s why Greg and Kristin are leaning on their experiences to share the top 5 things you should consider when hiring a financial advisor, especially in or near retirement. If you have an investment portfolio or 401(k) and are approaching age 60 or older, this episode is for you!
👨💻 Grab a free copy of Legacy’s My Retirement Kit to help you get organized!
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