Finding Your Co-Pilot: The Adventure of Choosing a Financial Advisor

27/09/2025 30 min
Finding Your Co-Pilot: The Adventure of Choosing a Financial Advisor

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Episode Synopsis

Looking for the keys to a smooth retirement ride? In this lively episode of Your Retirement Highway, Kyle Jones and Matt Allgeyer share stories from the field, reveal the surprising pitfalls people often overlook, and offer up the crucial questions you absolutely must ask before choosing your financial advisor. But wait—there’s more to this journey than just budgets and numbers. What really matters when you’re picking someone to help you navigate your financial future? You might be surprised!Tune in for laughter, hard truths, and some eye-opening advice on what makes a great advisor—hint: it's not just about returns! Whether you’re a seasoned investor or just beginning to plan your escape from the working world, let Kyle and Matt guide you toward the right partnership and help you discover what could be holding you back from your dream retirement. Ready to hit the road? Buckle up and press play—you’ll want to hear this before you make your next big financial decision.