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/
Is Your Portfolio Infected With A Virus?
Your Desire To Retire
All You Need To Know About Roth Conversions
Where To Find Bias In Financial Media
Lies You Learn In Broker School
Managing Debt & Retirement Planning
Must-Have Traits Of A Financial Advisor
Avoiding Critical Estate Planning Mistakes
Top 5 Social Security Misunderstandings
How To Live A Retirement Without Regret
It’s Good To Have Awkward Conversations In Financial Planning
What The Next Market Crash Will Look Like
Even Responsible Savers Make These Mistakes
Is Playing The Blame Game Holding You Back Financially?
3rd & 4th Quarter Planning To-Do List
You Need To Avoid These Portfolio Disasters
What Does Financial Security Mean To You?
Learning Financial Lessons From Popular Proverbs
How "Fake News" Impacts Your Finances & That Time Scott Got In Big Trouble
Goat Yoga, Stretch IRAs & How To Get "Unstuck" From Difficult Financial Decisions
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