Many people have been DIYing their retirement plans over the past decade and have done fairly well. But with new market volatility, a lot of people are looking for an advisor to help them through this turbulent time. What red flags do you need to be aware of? And what are some signs an advisor is the right fit?
If an advisor seems to work with all types of clients, they may not have the specialty or time to dedicate to your needs. It’s certainly something to be aware of. If they are only giving you the good news, instead of the realistic news, you may want to consider what they’re not telling you. On today’s episode, we’ll break down some red flags to be aware of when shopping around for a new advisor.
What we discuss on the show:
0:56 – Looking for red flags
2:30 – Working with all clients
5:01 – Only good news
7:11 – Too much jargon
8:37 - Can they explain it?
10:00 – Too much certainty
11:30 – All they do is talk
Get additional information: https://greenwaywealthadvisory.com/podcast/
Popular Podcasts
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Therapy Gecko
An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.