Retirement Ready

Financial Advisor Green Flags


Listen Later

How do you know if you’ve found the right type of financial advisor? What is most important when looking for someone to work with who will create the right types of financial strategies for where you are in life?

 

Show notes and additional resources: http://petersonfg.com/financial-advisor-green-flags/ 

 

Today's rundown: 

0:47 - What do you want in a financial advisor?

1:16 - There are different types of advisors and what they do.

1:44 - When you are younger, you are in the accumulation stage.

2:34 - Then, you are looking at preservation and distribution and need an advisor to support you.

3:59 - You want to be able to trust your financial advisor.

6:13 - Sincere means “without wax” which is real.

...more
View all episodesView all episodes
Download on the App Store

Retirement ReadyBy Eric Peterson

  • 5
  • 5
  • 5
  • 5
  • 5

5

5 ratings


More shows like Retirement Ready

View all
Allworth Financial‘s Money Matters by Allworth Financial

Allworth Financial‘s Money Matters

845 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

443 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

806 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,285 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

537 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

751 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

543 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

677 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

197 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

583 Listeners

Retirement Quick Tips with Ashley by Ashley Micciche

Retirement Quick Tips with Ashley

51 Listeners

Retire Today by Jeremy Keil

Retire Today

66 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

823 Listeners

RETIREMENT MADE EASY by Gregg Gonzalez

RETIREMENT MADE EASY

38 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

994 Listeners