Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
You Need To Avoid These Portfolio Disasters
Myths About Federal Pay
These 3 Financial Things Are Overrated
These 3 Financial Things Are Underrated
5 Simple Questions (That Are Hard To Answer)
3 Must Do Items For Federal Retirement
The 4 Biggest Realities Of Retirement Planning
When Is It "Safe" For You To Retire?
5 Common “Pain Points” In Your Financial Life
6 Things Wasting Away In Your Financial Junk Drawer
Episode #64: Retirement Planning - When DIY Works (And When It Doesn’t)
Episode #63: Lessons From The Amazon Divorce
Episode #62: In The News - Fiscal Spending
Episode #61: Little Missed Details
Episode #60: How To Spot A Bad Advisor
Episode #59: In The News - Mary J, Market Crashes and Scammers
Episode #58: Article Analysis - How The Fiduciary Rule Change (And Reversal) Is Impacting How Financial Products Are Sold
Episode #57: In The News - Soda Tax, FIRE, And The 10-Year Anniversary Of The 2008 Financial Crisis
Episode #56: You've Lost That Financial Feeling
Episode #55: Storytime - "If Only I'd Met You Sooner!"
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