Join hosts Casey and Mike as they delve into the world of financial advisors. This insightful episode demystifies the various types of financial advisors, their roles, and how they can assist you in achieving your financial objectives. From comprehensive planners to investment managers, advice-only advisors to insurance agents, and even the salesperson, this episode breaks it all down. Tune in for an enlightening discussion that could potentially change your financial future.
Resources:
Questions to ask a financial advisor
FINRA BrokerCheck
How to find and work with a financial advisor
XY Planning Network
National Association of Personal Financial Advisors (NAPFA)
Fee Only Network
Financial Planning Association (FPA)
Garrett Planning Network

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