168. Recap: Ask Your Financial Advisor These Important Questions
Start preparing for your retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3Tblc70 This recap video includes a list of questions you can ask your financial advisor to ensure you have the right person on your team as you head into retirement. Not all advisors do the same things, and not all teams specialize in retirement. Find out what to look for in a retirement planner and the specific ways they can help you make the most of your retirement. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.