Guarding Your Nest Egg
Guarding Your Nest Egg
Talon Wealth
The Areas a Financial Advisor Should Bring Value (Besides The Obvious)
10 minutes Posted Aug 1, 2023 at 9:00 am.
0:00
10:55
Download MP3
Show notes

If you’re paying a financial advisor a fee to manage your money, what else should they be able to help you with? Mike shares his ✅-list based on the countless questions he’s been asked about investing and retirement in general during the last 2-plus decades as an advisor.

🚨Spoiler alert: Income Planning is simply one component of many that is key.

See omnystudio.com/listener for privacy information.