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Do you want to break up with your advisor, but you have no idea how to approach it? Breaking up with your advisor is not unusual, and there are different reasons why it can happen.
It is important to keep in mind that no matter how long the relationship with your advisor has lasted, it is your money, and you have the right to do what is right.
In this episode of the Secure Your Retirement podcast, we talk about the reasons why you may want to break up with your advisor and what to look for in the next one. We cover the importance of involving a holistic advisor to help you manage your retirement plan.
In this episode, find out:
Tweetable Quotes:
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to [email protected].
5
236236 ratings
Do you want to break up with your advisor, but you have no idea how to approach it? Breaking up with your advisor is not unusual, and there are different reasons why it can happen.
It is important to keep in mind that no matter how long the relationship with your advisor has lasted, it is your money, and you have the right to do what is right.
In this episode of the Secure Your Retirement podcast, we talk about the reasons why you may want to break up with your advisor and what to look for in the next one. We cover the importance of involving a holistic advisor to help you manage your retirement plan.
In this episode, find out:
Tweetable Quotes:
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to [email protected].
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