RETIREMENT MADE EASY
RETIREMENT MADE EASY
Gregg Gonzalez
Retirement Replay: 5 Questions to Ask a Potential Financial Advisor, Ep #61
21 minutes Posted Sep 2, 2021 at 9:00 am.
0:00
21:31
Download MP3
Show notes

In this special Retirement Made Easy Replay, we take a look back at a popular episode. I'll cover the five questions you need to ask a financial advisor to make sure they're THE right fit for you:

  • Question #1: How long have you been doing this?
  • Question #2: Do you have a specialty?
  • Question #3: Are you a fiduciary?
  • Question #4: How are you compensated?
  • Question #5: What does working together look like?

Don't miss it!