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/
5 Important Retirement Statistics Worth Understanding
What’s Your Retirement Lifestyle?
Things Nobody Says
Ready To Retire? Take Our 5 Question Retirement Preparedness Quiz
Reviewing The Top Places To Retire In 2020
The 401(k) FAQs
Following The Financial Commandments
Using Hindsight To Develop A 20/20 Financial Vision
Financial Stuff You Should Know
Let’s Put Your IRA Under Some Scrutiny
Here Are Some Easy Ways To Ruin Your Retirement
History Lesson: What Do These US Financial Institutions Actually Do?
Estate Planning & Elder Law With Joseph Motta
Traditional vs. Roth IRAs
Lessons From Keyboard Warriors
Hidden Gems
Financial Terms You Should Know During The Pandemic
Should You Tap Into Your Retirement Accounts To Make It Through The Crisis?
An Update On The Coronavirus' Financial Impact
Solid Financial Truths
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