On this episode of Roadmap to Retirement, I am joined by Chris Haigh, CFP®, RICP, Founder and CEO of Iconoclastic Capital, a high level financial service model in Rochester. In this episode, we cover some of the 'red flags' people should know about when selecting their financial advisor based on our knowledge and experience in this industry.
For this episode, shoutout to Strangebird Brewery for allowing up to try their "Sly Move" IPA on this episode. If you know of any local small businesses that we should try, leave a comment or message me directly! We are always looking to try new things with our guests.
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Key Takeaways:
Brand identity in financial services
Hidden truths of educator retirement funds
Uncovering hidden fees in retirement accounts
The truth about company benefits
Navigating a fine line: adding value vs. criticizing others
