Retirement Replay: 5 Questions to Ask a Potential Financial Advisor, Ep #61

02/09/2021 21 min
Retirement Replay: 5 Questions to Ask a Potential Financial Advisor, Ep #61

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Episode Synopsis

In this special Retirement Made Easy Replay, we take a look back at a popular episode. I'll cover the five questions you need to ask a financial advisor to make sure they're THE right fit for you: Question #1: How long have you been doing this? Question #2: Do you have a specialty? Question #3: Are you a fiduciary? Question #4: How are you compensated? Question #5: What does working together look like? Don't miss it!  

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