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
Spousal Disagreements
Financial Independence
Planning For Retirement Like It's A Game Show
What Women Need To Know About Social Security
The Deadly Sins Of Retirement
Bad Financial Habits
Mailbag: 401Ks and IRAs
Financial "Blind Spots"
Common Money Mistakes
Decluttering Your Financial Closest
Beneficiary Mistakes
Emotions And Retirement Planning
Rookie Mistakes
The Pre-Flight Financial Checklist
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