EPISODE · Jul 28, 2022 · 37 MIN
15 Things To Do Before You Hire A Financial Advisor
from New Focus on Wealth with Chad Burton · host New Focus on Wealth
On this episode, Chad gives a brief market update before moving on to the fifteen things you should do before hiring a financial advisor. A little behind on your retirement savings? Chad notes how to get back on track. Starting with a simple budget, Chad explains the 15 things you can do to build a foundation of financial awareness before taking steps to find the right advisor for you. Don’t miss this 37-minute episode jam-packed with the steps you can't afford to skip! Email your money question to [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.
What this episode covers
New Focus on Wealth with Chad Burton, CFP®
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15 Things To Do Before You Hire A Financial Advisor
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