Ep 29: Is It Time For A New Financial Advisor?

What this episode covers

It's important to have a financial advisor to help you build a plan and get you to and through retirement. Many people are able to call themselves financial advisors, but they are not required to do what is best for the client. Brent, Matthew, and Joshua discuss some of the red flags to note when talking to a financial advisor and when it might be time to seek out a second opinion. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

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Frequently Asked Questions

How long is this episode of Retirement Plan Playbook?

This episode is 34 minutes long.

When was this Retirement Plan Playbook episode published?

This episode was published on July 2, 2020.

What is this episode about?

It's important to have a financial advisor to help you build a plan and get you to and through retirement. Many people are able to call themselves financial advisors, but they are not required to do what is best for the client. Brent, Matthew, and...

Can I download this Retirement Plan Playbook episode?

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