Retire SMART Podcast

Ep 131. How to Pick the Right Advisor


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Did the recent Microsoft outage have any impact on the financial markets? Do I need to make any “year-end-planning” changes with 2025 just around the corner? And what questions should I ask when interviewing potential advisors? David Brooks has answers to these questions in today’s Q&A episode.

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Retire SMART PodcastBy Retire SMART LLC