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Is your financial advisor really preparing you for retirement’s big game—or just getting you to the playoffs? Jon Hicks explores the warning signs that it may be time to switch advisors, from costly mutual funds and missing income plans to overlooked tax strategies. Learn what questions to ask and how to ensure your financial coach is ready for your retirement victory.
Schedule your complimentary appointment today: RetirementSolutionShow.com
Follow us on social media: YouTube | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
By Jon Hicks4.1
99 ratings
Is your financial advisor really preparing you for retirement’s big game—or just getting you to the playoffs? Jon Hicks explores the warning signs that it may be time to switch advisors, from costly mutual funds and missing income plans to overlooked tax strategies. Learn what questions to ask and how to ensure your financial coach is ready for your retirement victory.
Schedule your complimentary appointment today: RetirementSolutionShow.com
Follow us on social media: YouTube | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.

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