Stay Wealthy Retirement Podcast

Financial Advisors (Part 1): What Are They + What Do They Do


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Today I'm kicking off a multi-part series on Financial Advisors.

(I'm also sharing a BIG announcement with everyone! 🄳) 

Here in Part 1, I'm covering three things:

  1. What is a financial advisor
  2. Why the job title is meaningless
  3. What financial advisors do (and don't do)

It doesn’t matter if you manage your own finances, happily work with a financial advisor, or work with 15 advisors...

..if you want to gain a better understanding of this important (yet confusing!) profession, this series is for you.

Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!

***

āœļøĀ  Grab the Episode Show Notes

šŸ“˜Ā  Pre-Order the More Than Money Book

šŸ“ŠĀ  Get Your FREE Retirement & Tax Analysis

...more
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Stay Wealthy Retirement PodcastBy Taylor Schulte, CFPĀ®

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