Advisor Red Flags

Retire Right Radio with Paul Roberts

English - June 28, 2024 16:00 - 52 minutes - 48.3 MB
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Weston Lindemann discusses the importance of diversification in retirement planning and the need for a safety asset to protect against market downturns. He also highlights red flags to look for when working with a financial advisor, such as failing to acknowledge fiduciary responsibility, pressuring clients to make quick decisions, lacking transparency, providing generic advice, and not offering a written plan or agreement. Weston emphasizes the need for personalized retirement planning and the importance of working with a fiduciary advisor who puts the client's best interests first.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

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