Ep. 193 - Questions - What your Advisor Should be Asking YOU

Retirement Education Hour

English - December 01, 2023 20:02 - 49 minutes - 68 MB - ★★★★★ - 9 ratings
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Previous Episode: Ep. 192 - What to Expect at our Advanced Retirement Courses

Next Episode: Ep. 194 - 2023 Lessons Learned

In this latest episode, Kirk and guest instructor Michael Masserant draw a distinction between the two types of financial advisors that exist today. And they share how you should know if you're working with the most appropriate advisor for the next phase of your life.