25 min
Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions Stay Wealthy Retirement Podcast
-
- Investing
Today I’m wrapping up our series on Financial Advisors by answering five common questions.
Questions such as:
How important are professional designations like CFP or CFA? What is the process for firing a financial advisor? Will I incur fees and taxes when transferring investment accounts to another financial institution? I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice.
NEED TAX & RETIREMENT PLANNING HELP?
Click to Learn more about our FREE Retirement & Tax Analysis.
We help people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
Our Free Retirement Assessment™ will answer your BIG questions and help you properly evaluate our firm.
👉 Learn more here!
***
Episode Resources:
📬 Join the Stay Wealthy E-Newsletter
✏️ Grab the Episode Show Notes
📘 Pre-Order the More Than Money Book
Today I’m wrapping up our series on Financial Advisors by answering five common questions.
Questions such as:
How important are professional designations like CFP or CFA? What is the process for firing a financial advisor? Will I incur fees and taxes when transferring investment accounts to another financial institution? I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice.
NEED TAX & RETIREMENT PLANNING HELP?
Click to Learn more about our FREE Retirement & Tax Analysis.
We help people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
Our Free Retirement Assessment™ will answer your BIG questions and help you properly evaluate our firm.
👉 Learn more here!
***
Episode Resources:
📬 Join the Stay Wealthy E-Newsletter
✏️ Grab the Episode Show Notes
📘 Pre-Order the More Than Money Book
25 min