If your financial advisor says these things, it might be time to find a new advisor. In this episode of Joe Knows Retirement, Joe shares seven things financial advisors say that can indicate they're not providing the level of service you need. If they don't do tax planning, don't calculate Roth conversions, or don't collaborate with other professionals, you might want to consider working with a different advisor who provides a higher level of care. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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