Financial Planning Blueprint Podcast

Are you working with the right kind of financial advisor?


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Most Americans over the age of 50 work with a financial advisor, but how can you tell if the financial advisor you're working with is the right one for you? What are the different types, what roles do they play, and whose best interest do they have at heart when they make investment recommendations? Before you answer any of these questions, you owe it to yourself to listen to what Jason shares about each one (and more) in this episode. The truth may surprise you.
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Financial Planning Blueprint PodcastBy Jason Flurry