Your Retirement Elevated Podcast with Scott Dougan
Business:Investing
Entrusting your life savings to a financial advisor requires careful consideration and due diligence, especially when it comes to managing large IRAs. Before handing over your hard-earned nest egg, it's crucial to ensure that your advisor possesses the necessary expertise and experience to handle the responsibility. To help you navigate this, we've compiled a list of ten crucial questions to ask your advisor about IRAs.
Here are a few of the questions we’ll highlight in today’s episode:
How America Invests Vanguard Study:
https://corporate.vanguard.com/content/dam/corp/research/pdf/How-America-Invests-Advisor-US-FASHAIFR.pdf
Want to connect with us?
https://listentoscott.com/
https://elevatemyretirement.com/our-team/scott-m-dougan/
913-393-4724
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The Four Stages of Retirement
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5 Questions To Determine If Your Financial Plan Needs Further Review
The Marshmallow Experiment: The Role of Delayed Gratification In Financial Success
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Murky Issues That Make Retirement Planning Harder
Home Run Retirement: How Baseball Principles Also Score Financial Runs
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What’s the Most Important Part of Retirement Planning?
Planning for Things You Can’t Predict
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The State of the Markets in 2022
5 Signs You’re In Good Financial Health
22 Money Resolutions For 2022
What is a Fiduciary and Why Do You Need One?
What to Know About End-of-Year Taxes
Time is Undefeated
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