You must ask your advisor or a potential advisor these five questions:
What are all the ways you get paid?
What is my All-In cost to work with you?
What are your insurance or product sales requirements?
What advanced training, designations, or areas of focus do you have?
What is your investment philosophy?
Check out your advisor's licenses and company affiliation at https://brokercheck.finra.org. You can find the list of questions and the transcript for this e...
You must ask your advisor or a potential advisor these five questions:
- What are all the ways you get paid?
- What is my All-In cost to work with you?
- What are your insurance or product sales requirements?
- What advanced training, designations, or areas of focus do you have?
- What is your investment philosophy?
Check out your advisor's licenses and company affiliation at https://brokercheck.finra.org.
You can find the list of questions and the transcript for this episode at https://RetireMentorship.com/5.
I give my responses to these questions, which start at 31:36.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
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