Reasons to Fire Your Advisor - May 18, 2025

19/05/2025 54 min
Reasons to Fire Your Advisor - May 18, 2025

Listen "Reasons to Fire Your Advisor - May 18, 2025"

Episode Synopsis

A good financial advisor helps you reach your retirement goals. A poor advisor, however, can hold you back. You might say the wrong financial advice is actually worse than going it alone on your retirement.Learn more at Staton Financial GroupAdvisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements.Contact Scott today - Staton Financial GroupEach week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more. Whether you're approaching retirement, already enjoying your golden years, or just beginning to plan for the future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.