Retire ATL

Decoding Financial Advisors: What You Need to Know


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In this episode of Retire ATL, Aaron Vincent & Matt Decker discuss the complexities of financial advising, the importance of understanding the roles of different financial professionals, and how to assess whether your advisor is truly equipped to guide you through retirement. They emphasize the need for differentiation in the financial services industry and introduce a 20-question assessment designed to help listeners evaluate their current financial advisor's effectiveness. The conversation also touches on the significance of having a retirement guide and the key questions to ask when seeking financial advice.

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Retire ATLBy Vincent Financial Group