Episode 5: Questions to Ask When You're Hiring a Retirement Specialist
Financial Wise Radio
English - January 27, 2022 00:00 - 26 minutes - 36.1 MBInvesting Business <financial wise> <description> business investing austin Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: How Does the New SECURE Act Impact You in 2020?
5-29-21 There are a lot of things to consider when choosing a financial planner. But if you're moving into retirement, that advisor needs to have knowledge of a comprehensive list of topics that could impact your plan, including tax strategy, social security, estate planning, portfolio organization.