The Long Term Investor

The Financial Advisor Checklist: What To Look For (And Avoid!) (EP.186)


Listen Later

Ready to retire but uncertain about your next steps? Let's build a retirement plan you can count on. Schedule a call with Peter now.

Sign up for the newsletter for exclusive content.

-----

Do you know what to look for when hiring a financial advisor?

Choosing a high-quality advisor can feel overwhelming, with countless titles, credentials, and compensation structures to navigate. In this episode, we discuss core items to look for, a framework to identify an advisor who aligns with your goals, and how the fees could impact your retirement plan.

Listen now and learn:

  • The biggest myths about financial advisors that could cost you

  • Why some advisors might not have your best interests at heart

  • Key steps to simplify the process of finding the right financial partner

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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

The Long Term InvestorBy Peter Lazaroff

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

136 ratings


More shows like The Long Term Investor

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

444 Listeners

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

Your Money, Your Wealth

804 Listeners

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

Retirement Answer Man

1,299 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

539 Listeners

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

The Retirement and IRA Show

754 Listeners

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

Big Picture Retirement®

550 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

672 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

599 Listeners

The Long View by Morningstar

The Long View

924 Listeners

Sound Investing by Paul Merriman

Sound Investing

347 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

826 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

202 Listeners

Personal Finance for Long-Term Investors - The Best Interest by Jesse Cramer

Personal Finance for Long-Term Investors - The Best Interest

156 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,061 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

186 Listeners