Most financial advisors don’t integrate your entire retirement plan. You need to plan more than just your investments. You also need cash flow planning, tax planning, estate planning, and insurance planning.
But most financial advisors don’t cover all these different plans.
Why?
The barrier to entry as a financial advisor is low, so many aren’t worth their salt. But some advisors are more insidious — they serve their business before your retirement plan.
In this episode, you’ll discover 3 ways to choose a financial advisor that will work for your interests instead of theirs. And why integrated all these plans best protects (and grows) your wealth during retirement.
Listen now.
Show Highlights Include:
To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
Money, Emotions and Love For Lahaina
Questions Your Advisor Should Be Asking You
A Clinic On, "RECESSION"
Is A.I. Taking Over Your Investments?
3 Financial Life Phases
Why Treasury Bills & Treasury Bonds Matter
Financial Freedom Is All About Income
Am I Going To Be Okay In Retirement?
The History of U.S. DEBT: A Timeline
5 Alternative Places To Put Your Cash
When To Jump Into The Market
A Money Conversation With My 93 Year Old Grandfather
Recession Proof, Your Retirement
The DEBT Ceiling Conversation Is BACK
Time, Money and Freedom
Market Cycles Change Like The Seasons
The State Of The U.S. Dollar
4 Reasons Your Retirement Will Change
The Value Of An Advisor During Market Turmoil
What the SILICON VALLEY BANK Means to Your Investments
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