Finding the Right Financial Advisor: Key Questions You Must Ask

14/01/2025 23 min Temporada 1 Episodio 18
Finding the Right Financial Advisor: Key Questions You Must Ask

Listen "Finding the Right Financial Advisor: Key Questions You Must Ask"

Episode Synopsis

Show Notes: Introduction to the Road Rules for Retirement Show with Mark Fried. The importance of having a written retirement plan to ensure financial security. How a retirement plan helps navigate major life decisions, like relocating or supporting family milestones. Understanding long-term care planning and why insurance is essential for financial protection. Estate planning: safeguarding your legacy for your spouse and future generations. Key questions to ask when evaluating your financial advisor's expertise and approach. The significance of working with a fiduciary advisor and the transparency it ensures. Common red flags to look out for when assessing financial advisors. The emotional and financial transitions of retirement and the role of a supportive advisor. Client engagement: How Mark's team fosters relationships through events, workshops, and open communication. Chapters: [00:00] Introduction and Welcome [00:52] Why a Written Retirement Plan is Essential [02:58] The Role of Long-Term Care and Estate Planning in Retirement [07:17] Commercial Break: Masterclass Offer [08:47] Key Questions to Ask Your Financial Advisor [16:50] The Value of Working with a Fiduciary Advisor [19:02] Importance of Communication in Financial Advisory Relationships [20:42] Client Events: Building Stronger Connections with Advisors [22:45] Final Thoughts and Show Closing  

More episodes of the podcast Road Rules for Retirement Show