EPISODE · Jul 2, 2020 · 34 MIN
Ep 29: Is It Time For A New Financial Advisor?
from Retirement Plan Playbook · host Matthew Theal, Brent Pasqua, Joshua Winterswyk
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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Ep 29: Is It Time For A New Financial Advisor?
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