In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one.
Join us as we demystify the transition process and equip you with the knowledge you need to make informed decisions about who is best suited to guide your financial future.
Here’s some of what you’ll learn in this episode:
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Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI
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Finance Fortress: Practical Strategies for Protecting Retirees Against Scams & Fraud
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket
Retirement Planning Is Harder Than It Used To Be
Mailbag: Social Security, Caring For Aging Parents, Company Stock & More
Are Your Good Money Habits Holding You Back?
The Questions You Must Ask Your Financial Advisor
Patience Pays: The Power of Delayed Gratification
Financial Tweaks That Matter: Small Steps, Big Impact
End of Year Financial Planning For 2023
Money Mistakes You’ll Regret and How to Avoid Them
Retirement Planning’s “Hidden” Questions
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Are There Universal Retirement Truths?
Building An Estate Plan With No Regrets
Mailbag: Recession Worries, Gifts for Children, College Funding & More
Mastering Retirement Cash Flow: Understanding Income
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Retirement Rebels: Winning Your Financial Independence
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