Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
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Mastering Retirement Cash Flow (Part 2): Understanding Income
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The Top 5 401(k) Mistakes You Need To Avoid
Making Smart Decisions During Major Life Events
Warning Signs: How to Spot Problems in Your Financial Life
Retirement Planning From A Psychologist’s Point Of View
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