EPISODE · Jan 30, 2026 · 8 MIN
Ep 359. Questions to Ask a Financial Advisor
from Retire SMART Podcast · host Retire SMART LLC
What questions should I ask when interviewing a financial advisor? And after dumping all my earnings back into my business for the past 25 years, while also wanting to scale back my involvement in my business, but not yet retire, what is a wise way to approach this situation? David Brooks has answers to these questions in today’s Q&A episode.
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Ep 359. Questions to Ask a Financial Advisor
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