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 64: How Procrastination Dooms Your Financial Future
Ep 63: What They’re Saying: Analyzing Advice On Surviving A Bear Market
Ep 62: Can You Get An A+ On Our Retirement Planning Quiz?
Ep 61: Why Retirement Planning Ain’t What It Used To Be
Ep 60: Do You Concur? Picking Sides In Important Financial Debates
Ep 59: Mailbag - True Diversification, Inherited Home, and Long Term Care
Ep 58: What to Do as You Count Down the Days to Retirement
Ep 57: Reasons You Should Get Life Insurance
Ep 56: The Most Important Birthdays In Retirement Planning
Ep 55: Home Run Retirement Planning - How Baseball Principles Also Score Financial Runs
Ep 54: Murky Issues That Make Retirement Planning Harder
Ep 53: Who Even Needs A Financial Advisor?
Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?
Ep 51: How Children Become Part of the Retirement Discussion
Ep 50: Don’t Fumble Your Retirement in the Financial Red Zone
Ep 49: 5 Signs You’re In Good Financial Health
Ep 48: 22 Money Resolutions for 2022
Ep 47: Mailbag: Pension Options
Ep 46: Unreasonable Requests
Ep 45: Tax Consequences - Pros & Cons of Various Account Type
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