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If you've worked 30 to 40 years, built a pension, and saved $1M+, you're in a rare position, but also a risky one if you choose the wrong advisor. In this video, Joe breaks down the most important questions you MUST ask before trusting a financial advisor. These are the exact questions high-net-worth retirees and Midwestern Millionaires use to avoid costly mistakes.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "Peak Retirement Planning": https://keap.page/bsd964/5-pillars-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/hire-a-financial-planning-firm-questions-to-ask
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
If you've worked 30 to 40 years, built a pension, and saved $1M+, you're in a rare position, but also a risky one if you choose the wrong advisor. In this video, Joe breaks down the most important questions you MUST ask before trusting a financial advisor. These are the exact questions high-net-worth retirees and Midwestern Millionaires use to avoid costly mistakes.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "Peak Retirement Planning": https://keap.page/bsd964/5-pillars-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/hire-a-financial-planning-firm-questions-to-ask
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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