Is It Time to Fire Your Financial Advisor?

04/11/2025 13 min
Is It Time to Fire Your Financial Advisor?

Listen "Is It Time to Fire Your Financial Advisor?"

Episode Synopsis

Is your financial advisor really preparing you for retirement’s big game—or just getting you to the playoffs? Jon Hicks explores the warning signs that it may be time to switch advisors, from costly mutual funds and missing income plans to overlooked tax strategies. Learn what questions to ask and how to ensure your financial coach is ready for your retirement victory.   Schedule your complimentary appointment today: RetirementSolutionShow.com   Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.