Phil's Tax Hacks
Phil's Tax Hacks
Phil Putney
Ep 140: Investor Beware: Advisor Red Flags
24 minutes Posted Jun 23, 2022 at 9:00 am.
– Spotting red flags
– Works with everyone
– Good news and certainty
– Too much jargon
– More talking than listening
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24:27
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Show notes
With the volatility in the market many of us are looking to start working with an advisor. What should we keep an eye out for when shopping around for an advisor? What red flags do we need to be aware of?
 
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