Retirement Ready

Retirement Ready

Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.... Show More

When you are working with an advisor, you want your relationship to be built on trust and quality expertise. But how do you know if an advisor is a bad fit? What red flags should you avoid? We’ll tell you in this episode.

Check out the full show notes here. ----more----

Here's what you can expect in this episode:

1:22 - A long resume might sound good at first when it comes to experience, but it’s not so good if they have moved around frequently.

2:50 - Review their license and see if there are any disclosures for an advisor.

3:49 - Figure out if the advisor is limited by certain licenses or if they are more of a salesperson.

5:24 - Are they selling something to you or are they a fiduciary?

7:28 - If there is very little listening on behalf of the advisor, you might get pushed into a sales tactic.

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