37 min listen
Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions
Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions
ratings:
Length:
26 minutes
Released:
Feb 2, 2023
Format:
Podcast episode
Description
Today I’m wrapping up our series on Financial Advisors by answering five common questions. Questions such as: How important are professional designations like CFP or CFA? What is the process for firing a financial advisor? Will I incur fees and taxes when transferring investment accounts to another financial institution? I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice. NEED TAX & RETIREMENT PLANNING HELP? Click to Learn more about our FREE Retirement & Tax Analysis. We help people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck. Our Free Retirement Assessment™ will answer your BIG questions and help you properly evaluate our firm. ? Learn more here! *** Episode Resources: ? Join the Stay Wealthy E-Newsletter ✏️ Grab the Episode Show Notes ? Pre-Order the More Than Money Book
Released:
Feb 2, 2023
Format:
Podcast episode
Titles in the series (100)
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