Retirement Elevated Podcast with Sean Lee
Business:Investing
Everyone wants to make the best decisions when it comes to their money and their future. In what ways can you avoid making mistakes when choosing a financial advisor?
Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-76-mistakes-to-avoid-when-choosing-a-financial-advisor/
What we discuss:
0:26 - Sean’s getting ready for the holidays.
1:43 - How can you avoid making mistakes when looking for an advisor?
4:27 - Bigger is not always better.
6:58 - Don’t pretend you know, ask questions.
9:17 - Work with the advisor with the right specialty.
The True Value Of Working With A Financial Advisor
Famous Last Words (You Don’t Want to Say About Retirement!)
5 Simple Retirement Questions
When Is It Safe to Retire?
5 Financial Pain Points
Settle The Debate - Right Or Wrong?
Why Your Retirement Is More Than Just Investments
Episode #14: DIY Retirement Planning
Episode #13: The Upsides And Downsides Of Being An Informed Consumer
Episode #12: The 411 On Retirement Elevated Classes
Episode #11: What Should Your Advisor Be Doing
Episode #10: Finishing Strong
Episode #9: The 60/40 Portfolio
Episode #8: Real Advising Is Problem-Solving
Episode #7: Asking Wrong Financial Questions
Episode #6: 7 Reasons You Need More Than A Robo-Advisor
Episode #5: The Right Advisor For Your Situation
Episode #4: Invest Lifestyle Expenses On Memorable Experiences
Episode #3: Required Minimum Distributions
Episode #2: Creative Tax Strategies
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