In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one.
Join us as we demystify the transition process and equip you with the knowledge you need to make informed decisions about who is best suited to guide your financial future.
Here’s some of what you’ll learn in this episode:
Visit us online: https://blackoakam.com/
Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI
Ep 25: Understanding the Different Types of Risk
Ep 24: Things Nobody Says
Ep 23: A 5 Question Retirement Preparedness Quiz
Ep 22: Is Diversification for Suckers?
Ep 21: The 401(k) FAQs
Ep 20: Following The Financial Commandments
Ep 19: Eye Opening Stats Showing How Americans Save
Ep 18: Obsolete Retirement Planning Ideas
Ep 17: Financial Issues Particularly Challenging For Women
Ep 16: How To Build Your Financial House
Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse
Ep 14: Classic Pre-Retiree Mistakes
Ep 13: What Mark Twain Can Teach Us About Money
Ep 12: Traditional IRA Vs Roth IRA
Ep 11: Are You Paying Attention To Your Biggest Assets?
Ep 10: How to Avoid Critical Retirement Planning Mistakes
Ep 9: Retirement Accounts
Ep 8: Coronavirus Market Update
Ep 7: Financial Crossword
Ep 6: Stages Of Retirement
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