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
Special Guest Mike Michalowicz
Elements Of A Successful Retirement
Unique Planning Challenges
Your Money Mission Statements
Things I Can't Control
Getting Started: A Financial Plan's First Steps
Debunking Some Of The Worst Financial Myths
Storytime: Wish I Would Have Listened
Storytime: Ripped Off
April: National Distracted Investor Awareness Month
Storytime: Collaborating With Other Pros
His And Hers Retirement Planning
Making Your Own Financial Luck
More Headlines In The News
In The News
The Financial Grocery Store
The Winter Financial Olympics
Story Time: Widowed Spouse
Stress And Retirement
Explaining It Away
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