Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Quit Cutting Corners In Your Financial Plan
Risk Averse: Explaining The Buzzword
Tax Consequences: Pros & Cons of Various Account Types
The Financial Mistakes Couples Make
Putting Off Important Decisions
What Makes Your Financial Advisor Tick?
Visiting The Money Doctor
What Retirement Are You Living For?
5 Things You Must Know About Decumulation To Retire Successfully
Learning Through Uncommon Sense
Not Your Father’s Retirement
Lessons From The Money Doctor
Do Retirees Really Need Life Insurance?
What Basketball Teaches Us About Retirement
Are You Flirtin’ With Disaster?
Revealing The Financial World’s Dirty Little Secrets
This Is Why You Never Assume
Retirement Planning For Business Owners
Are Alternative Investments For You?
Financial Literacy: What Are The Three Qualities Of Money?
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