When is it Time to Ditch Your Advisor (Even if They are Performing Well)?

Crashes And Taxes Podcast

English - March 25, 2021 06:00 - 15 minutes - 21.8 MB
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Advisors have different capabilities, and while some can perform very well for you at one stage of your financial life, they can fall short of what you’ll need in another.

An accumulation-focused manager who helps you grow in your earning years can only take you so far.

Why are accumulation-focused advisors poorly equipped to help you in retirement? What are the details a financial planner needs to focus on?

In this episode, I talk about the big disconnect in investing, how to find an advisor who fits where you are in your financial life cycle, and why you need a plan beyond accumulation.