How do you pick the right advisor? Often we get caught up in finding the right investments and making sure the portfolio is balanced. But what about finding the right person to help you facilitate that plan?
 
Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-64-finding-the-right-advisor/ 
 
Watch the video podcast here: https://youtu.be/qLffTFZSlm0 
 
What we discuss on this show: 








 

What’s your expectation for the advisor?

What kind of credentials should the advisor have?

How do you know if it’s time to find a new advisor?

What could go wrong if we stay with the wrong advisor?

What should you consider in the interview process?

What are Phil’s Thanksgiving favorites?

Ep 65: What to Know About Biden’s Tax Proposals

Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!