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Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor

Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor

FromStay Wealthy Retirement Podcast


Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor

FromStay Wealthy Retirement Podcast

ratings:
Length:
25 minutes
Released:
Jan 25, 2023
Format:
Podcast episode

Description

Today I’m tackling part four of our series on financial advisors. Specifically, I’m covering three BIG things: What is a fiduciary financial advisor (and should investors work with one) How are 'fee-only' advisors different from 'fee-based' Where can retirement savers search for a financial advisor based on their needs If you want to understand some of the most misunderstood financial terms + learn how to find a qualified advisor, today’s episode is for you. NEED TAX + RETIREMENT PLANNING HELP? Click to Learn more about our FREE Retirement & Tax Analysis We specialize in helping people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck. Our Free Retirement Assessment™ will help you evaluate our firm and others you might be considering. ? Learn more here! *** Episode Resources: ?  Join the Stay Wealthy E-Newsletter ✏️  Grab the Episode Show Notes ?  Pre-Order the More Than Money Book
Released:
Jan 25, 2023
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.