How do you know if you’ve found the right type of financial advisor? What is most important when looking for someone to work with who will create the right types of financial strategies for where you are in life?
Show notes and additional resources: http://petersonfg.com/financial-advisor-green-flags/
Today's rundown:
0:47 - What do you want in a financial advisor?
1:16 - There are different types of advisors and what they do.
1:44 - When you are younger, you are in the accumulation stage.
2:34 - Then, you are looking at preservation and distribution and need an advisor to support you.
3:59 - You want to be able to trust your financial advisor.
6:13 - Sincere means “without wax” which is real.
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Death, Sex & Money
Anna Sale explores the big questions and hard choices that are often left out of polite conversation.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.