To get the full RFL experience, watch the episode here at - https://youtu.be/luWl2V41XRw
How do you ensure your financial future is in safe hands and not left to chance? Discover the critical steps to selecting a qualified retirement advisor in this episode of "Retirement for Life." With 700,000 financial advisors in America, many of whom only need to pass a simple three-hour test, it’s crucial to know what to look for. We discuss the significance of credentials like CPA or CFP, fee transparency, communication skills, and the necessity of a specialized retirement plan system. Learn from a cautionary tale about a former timeshare salesman turned advisor with minimal qualifications, emphasizing the importance of careful selection.
We also break down the differences between fee-only and fee-based financial advisors, spotlighting the importance of fiduciary responsibility and clear fee statements. Access our comprehensive guide with 20 crucial questions to ask potential advisors at 5toask.com. Understand why focusing on income rather than just investments is key to a successful retirement. Through comparative analysis of two retirement plans, we illustrate the value of a holistic approach to planning. Equip yourself with the knowledge to make informed decisions and secure your financial future with confidence.
We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com
Investment ad...
