Have An Advisor? Make Sure They're Doing These 10 Things episode artwork

EPISODE · Jul 2, 2025 · 22 MIN

Have An Advisor? Make Sure They're Doing These 10 Things

from Joe Knows Retirement · host Joe Schmitz Jr.

Just because you've worked with a financial advisor for a while doesn't mean they're the best advisor for you. In this episode of Joe Knows Retirement, Joe lists ten things to be on the lookout for when finding an advisor, or if your current advisor doesn't do these things, ten things to look for in a new advisor. From the type of planning services the advisor offers to the amount of time they're able to dedicate to your ongoing plan, Joe discusses it in this episode. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

Episode metadata supplied by the publisher feed · Published Jul 2, 2025

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