Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals. But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn't the right fit for you? We’ll find out in today’s episode as we explore how to identify “The Ghost," “The Jargon Juggler," “The Chameleon," and several more. And what should you do if you encounter them?
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Steering Clear of Retirement Stress
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
How Is Technology Redefining Retirement Planning?
Retirement Planning Is Different For Women: Here’s Why
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket
Will These Apocalyptic Predictions Ever Come True?
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
The Questions You Must Ask Your Financial Advisor
Strategic Planning for Retiree Healthcare
Easy Wins in Personal Finance
How To Successfully Climb The Retirement Mountain
Financial Resolutions
Money Mistakes You’ll Regret and How to Avoid Them
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Getting To Know You: Food Edition
Exposing Retirement Planning Complaints
Building An Estate Plan With No Regrets
Mastering Retirement Cash Flow (Part 2): Understanding Income
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast