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The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?

The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?



On this episode:

  • Only 25% of people use a financial advisor. What are their reasons for going it on their own?
  • 72% of seniors wish they could go back in time and fix this tax problem.
  • When people pick their financial advisor, what are the main things they are looking for?

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Published on 1 month ago






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