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10 Biggest Mistakes to Avoid When Hiring a Financial Advisor

10 Biggest Mistakes to Avoid When Hiring a Financial Advisor

FromStay Wealthy Retirement Podcast


10 Biggest Mistakes to Avoid When Hiring a Financial Advisor

FromStay Wealthy Retirement Podcast

ratings:
Length:
33 minutes
Released:
Feb 19, 2019
Format:
Podcast episode

Description

Did you know anyone can call themselves a financial advisor? Or a financial planner, a wealth manager, an investment manager… the list goes on and on. Believe it or not, these titles have no legal or regulatory meaning. They’re not evidence of experience or education. They’re just marketing tools. In fact, you could call yourself a wealth manager right now if you wanted! That’s just one reason why finding a trained, experienced, and legitimate financial advisor who works in your best interest at all times and won’t sell you and products is tough. But, I'm here to help! Today, I'm talking about the 10 biggest mistakes to avoid (plus, the questions you need to ask!) before hiring a financial advisor to help with retirement. Show Notes: www.youstaywealthy.com/38 Questions & Feedback: podcast@youstaywealthy.com  DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.
Released:
Feb 19, 2019
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.