“Hey Mike, I’ve never worked with a financial professional before. What should I expect?” Discover potential red flags you can identify in the first appointment and what a first appointment should look like. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’ve never worked with a financial professional before. What should I expect?” Discover potential red flags you can identify in the first appointment and what a first appointment should look like. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’ve never worked with a financial professional before. What should I expect?” Discover potential red flags you can identify in the first appointment and what a first appointment should look like.&nbsp;Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

What You Should Expect When You First Start Talking With a Financial Professional

Welcome to How to Retire on Time, a show that answers your questions about all things retirement, including income, taxes, Social Security, healthcare, and more. This show is an extension of the book How to Retire on Time, which you can grab today on Amazon or by going to www.howtoretireontime.com. 

This show is intended for those within 10 years of their target retirement date or for those are are currently retired and are concerned about their ability to stay retired.

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Welcome to How to Retire on Time, a show that answers your questions about all things retirement, including income, taxes, Social Security, healthcare, and more. This show is an extension of the book How to Retire on Time, which you can grab today on Amazon or by going to www.howtoretireontime.com. This show is intended for those within 10 years of their target retirement date or for those are are currently retired and are concerned about their ability to stay retired.

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What You Should Expect When You First Start Talking With a Financial Professional

What You Should Expect When You First Start Talking With a Financial Professional