My Retirement Clarity with Lee Perkins
Business:Investing
A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.
Important Links:
Website: myretirementclarity.com/podcast/
Call: 478-254-3550
How We Help Clients During a Crisis
From Overwhelmed to Overjoyed: A Retirement Transformation Story
Retirement Questions That Baby Boomers & Gen X Are Asking
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
Mailbag: How Do I Stop Going in Circles and Make Financial Decisions?
Are Your Good Money Habits Holding You Back?
Retirement Planning Is Harder Than It Used To Be
The Next Phase of Life
Questions You Must Ask Your Financial Advisor
Financial Tips For The First Quarter of 2024
Die With Zero Regrets
Money Mistakes You’ll Regret and How to Avoid Them
Retirement Planning’s “Hidden” Questions
How Should I Invest For My Grandkid’s College Fund? & More: Mailbag Episode
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Retirement: Ready Or Not, Here It Comes
Is Having a Roth IRA a Bad Idea?
Healthy Journey- How Lee Has Lost 34 Pounds in 3 Months
The 7-Hour Passport
Resolving Financial Tension Between Couples – Bonus Episode
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