Questions to Ask When Choosing a Financial Services Professional
Financially Speaking
English - April 18, 2021 05:00 - ★ - 1 ratingInvesting Business social security roth ira 401k medicare medicaid long term care Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Financial Steps in Three Stages
Next Episode: Breaking down the Biden tax plan
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.