The theme this week on the Retirement Quick Tips Podcast is: How To Fire Your Financial Advisor

Today, I’m talking about what happens in the days & weeks after you change advisors and what you need to know about switching things around post-transfer. 

• What happens post-transfer
• Advisor will let you know when the funds arrive and usually by this time, you’ve discussed and agreed on the changes that they’ll be making in your investment accounts
• Dealing carefully with taxable accounts because of gains 
• Implement financial planning recommendations they’ve made 

That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the Retirement Quick Tips podcast.  

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance