EXTRAordinary Retirement

The Importance of Finding the Right Financial Advisor (Ep. 9)

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Are you asking the right questions about your retirement planning? Organizing your financial future starts with finding the perfect advisor.

Nate Yeomans and Gregg Indovina discuss the importance of asking crucial questions when choosing a financial advisor, understanding the impact of involving your spouse in financial decisions, and ensuring your retirement readiness with professional insights.

Nate & Gregg discuss: 

  • Why selecting the right financial advisor is crucial for retirement planning
  • What are the key questions to consider when choosing a financial advisor
  • How important is it to involve your spouse in financial discussions
  • The importance of ensuring financial stability and preparedness for the future
  • And more

    • Resources:

    Connect with Design Wealth Advisors: 

    • LinkedIn: Nathan Yeomans
    • LinkedIn: Gregg Indovina
    • LinkedIn: Design Wealth Advisors
    • DesignWealthAdvisors.com
    • (720) 833-7676
      • ...more
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      EXTRAordinary RetirementBy Nate Yeomans and Gregg Indovina