EPISODE · Mar 13, 2024 · 56 MIN
Financial Insanity 3-13-24: Top Signs You Need a New Advisor
from Financial Insanity w-Scott McLean · host Scott McLean
This is Financial Insanity w-Scott McLean. Today's show is top signs you need a new advisor. If you've been thinking about making a change with your financial advisor or looking to fire your advisor, there are five warning signs. It starts with them not acting in your best interest. If they are not, you need to look for another advisor because your retirement needs to be protected and you need all the right guidance for this most important time in your life. Plus, everything you need to know about estate planning. There are financial complexities and challenges like estate tax, rights to inheritance, healthcare and financial decisions and how to make sure your wishes are carried out.
What this episode covers
This is Financial Insanity w-Scott McLean. Today's show is top signs you need a new advisor. If you've been thinking about making a change with your financial advisor or looking to fire your advisor, there are five warning signs. It starts with them not acting in your best interest. If they are not, you need to look for another advisor because your retirement needs to be protected and you need all the right guidance for this most important time in your life. Plus, everything you need to know about estate planning. There are financial complexities and challenges like estate tax, rights to inheritance, healthcare and financial decisions and how to make sure your wishes are carried out.
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Financial Insanity 3-13-24: Top Signs You Need a New Advisor
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