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There are questions that you and your advisor should be asking when you talk. On this episode of the Retirement Education Hour, Kirk and Dr. Paul focus on the questions that the advisor should be asking you. And if they're not asking the right questions, this might be a red flag that may be a reason to search for a different team. The types of questions an advisor asks says a lot about who they are and what they do.
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/
Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.
By Retirement Education Foundation4.4
1212 ratings
There are questions that you and your advisor should be asking when you talk. On this episode of the Retirement Education Hour, Kirk and Dr. Paul focus on the questions that the advisor should be asking you. And if they're not asking the right questions, this might be a red flag that may be a reason to search for a different team. The types of questions an advisor asks says a lot about who they are and what they do.
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/
Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.

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