Ep 35: The Different Types Of Financial Advisors

What this episode covers

When you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as a "financial advisor." Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. Brent, Matthew, and Joshua will run down a list of the different financial professionals you may come across and talk about what their primary focus is when they work with you. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

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How long is this episode of Retirement Plan Playbook?

This episode is 38 minutes long.

When was this Retirement Plan Playbook episode published?

This episode was published on October 8, 2020.

What is this episode about?

When you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as a "financial advisor." Over the years, it has become a common title to see and it can be difficult to...

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