The Areas a Financial Advisor Should Bring Value (Besides The Obvious)
Guarding Your Nest Egg
English - August 01, 2023 09:00 - 10 minutes - 10 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Finding The Right Financial Advisor & Not a Crook
Next Episode: The Mechanics of Your Retirement Money
If you’re paying a financial advisor a fee to manage your money, what else should they be able to help you with? Mike shares his ✅-list based on the countless questions he’s been asked about investing and retirement in general during the last 2-plus decades as an advisor.
🚨Spoiler alert: Income Planning is simply one component of many that is key.
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