
Sign up to save your podcasts
Or


Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
By Scott Searles3.3
66 ratings
Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

1,719 Listeners

3,230 Listeners

807 Listeners

1,297 Listeners

535 Listeners

753 Listeners

548 Listeners

676 Listeners

580 Listeners

922 Listeners

66 Listeners

822 Listeners

1,059 Listeners

28 Listeners

104 Listeners