Episode Details

Back to Episodes

7 Reasons Why You Should NOT Work With A Financial Planner [Episode 27]

Season 1 Episode 27 Published 2 years, 2 months ago
Description

Working with a financial planner can be a great idea, but unfortunately not all financial planners offer the same great service. In this episode of Joe Knows Retirement, Joe shares seven red flags to look out for when selecting a financial planner. If you're working with an advisor who fits these descriptions, it may be time to consider finding a new advisor.

Vanguard Advisor's Alpha study: https://advisors.vanguard.com/insights/article/putting-a-value-on-your-value-quantifying-advisors-alpha

Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/ 

🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv

📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html

🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us