How do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? In today's episode, we'll talk about 5 potential red flags you might not want to ignore.Get in touch with Mike: 🌐 Website: <a href='https://legacybridgewealth.com/'>https://legacybridgewealth.com/</a> 📞 Phone: (912) 483-0452 📧 Email: msmith@legacybridgewealth.com

How do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? In today's episode, we'll talk about 5 potential red flags you might not want to ignore. Get in touch with Mike: 🌐 Website: https://legacybridgewealth.com/ 📞 Phone: (912) 483-0452 📧 Email: msmith@legacybridgewealth.com

How do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? In today's episode, we'll talk about 5 potential red flags you might not want to ignore.Get in touch with Mike: 🌐 Website: <a href="https://legacybridgewealth.com/" rel="noopener noreferrer">https://legacybridgewealth.com/</a> 📞 Phone: (912) 483-0452 📧 Email: msmith@legacybridgewealth.com

5 Financial Advisor Red Flags You Can’t Ignore

Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate planning attorney—this show offers tailored insights to help you grow your wealth, plan for retirement, and ensure your financial vision bridges generations. With expertise in financial planning, estate law, and legacy building, Mike provides practical advice on wealth accumulation, tax optimization, estate planning, retirement strategies, and more. Tune in to gain the tools and knowledge you need to create a strong financial foundation and protect what matters most for generations to come.&nbsp; For more information about Mike or LegacyBridge Wealth Management, visit our website https://legacybridgewealth.com/ or call (912) 483-0452.

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Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate planning attorney—this show offers tailored insights to help you grow your wealth, plan for retirement, and ensure your financial vision bridges generations. With expertise in financial planning, estate law, and legacy building, Mike provides practical advice on wealth accumulation, tax optimization, estate planning, retirement strategies, and more. Tune in to gain the tools and knowledge you need to create a strong financial foundation and protect what matters most for generations to come.  For more information about Mike or LegacyBridge Wealth Management, visit our website https://legacybridgewealth.com/ or call (912) 483-0452.

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5 Financial Advisor Red Flags You Can’t Ignore

5 Financial Advisor Red Flags You Can’t Ignore