Through The Pines Ep. 42 - Should You Change Your Financial Advisor?

2023-08-14

9 considerations when changing financial advisors: Are you on track to accomplish your goals? How will your retirement accounts work together with Social Security, Pension, ESOP, etc.? How much risk are you taking in your investments and what is your target rate of return? Have you reviewed your beneficiaries, and have you worked with your advisor on your estate plan to establish a trust, Power of Attorney, Health Care Directive, pour over will, etc.? Will your advisor be able to see you through retirement or do they have s...

9 considerations when changing financial advisors:

Are you on track to accomplish your goals?
How will your retirement accounts work together with Social Security, Pension, ESOP, etc.?
How much risk are you taking in your investments and what is your target rate of return?
Have you reviewed your beneficiaries, and have you worked with your advisor on your estate plan to establish a trust, Power of Attorney, Health Care Directive, pour over will, etc.?
Will your advisor be able to see you through retirement or do they have succession plan in place to make sure you’re not looking for a new advisor in your 80’s.
Have you reviewed your insurance needs to prepare for the “what ifs?”
Do you know how your advisor gets paid?
Does your advisor make it easy to understand financial concepts?
Do you regularly meet with your advisor?

Our Advisors for this episode is planwithbaxter.com

Forbes Best in State Wealth Management Teams For Utah - Baxter, Nelsen & Associates

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates

Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates

Financial Advisors: Baxter, Nelson & Associates

Contact: rex.m.baxter@ampf.com

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia

LIKE our Facebook Page: https://www.facebook.com/pinespodcast

Follow our Instagram: https://www.instagram.com/pines_podcast/

Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

****

This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Podcast Copyright, The Banyan Collective - 2023

Comments (3)