Description

Is your advisor managing your investments or helping you with retirement planning? Most people don’t understand the difference, so today we will cover this topic to help you make the best decision about who is managing your money.

In this episode, we will discuss our process and why we emphasize tailoring a plan to the needs of the individual. We want to make sure that your money is going to last through retirement and we hope this episode will help you take another step toward financial freedom.

Here’s some of what you’ll learn in this episode: 

• Some people have their investments managed, but they don’t have their retirement planned. If that’s you, listen here. (0:23)
• Are all Advisors the same? (4:45)
• Your plan should be customized to your needs. (9:00)
• Make sure you’re asking the right questions. (10:48)

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006

Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio