Is Your Financial Advisor Doing A Good Job For You? [Episode 24] episode artwork

EPISODE · Jan 27, 2024 · 25 MIN

Is Your Financial Advisor Doing A Good Job For You? [Episode 24]

from Joe Knows Retirement · host Joe Schmitz Jr.

When was the last time you asked yourself, "Is my financial advisor doing a good job for me?" Just because you have a financial advisor doesn't mean you're getting premium or comprehensive service. That's why in this episode of Joe Knows Retirement, Joe shares ten questions you can ask to see if your financial advisor is providing you all the services you deserve or if maybe it's time to move on to a different advisor. 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 "I Hate Taxes": https://keap.page/bsd964/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 Jan 27, 2024

Embed this episode

NOW PLAYING

Is Your Financial Advisor Doing A Good Job For You? [Episode 24]

0:00 25:56

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Joe Knows Retirement?

This episode is 25 minutes long.

When was this Joe Knows Retirement episode published?

This episode was published on January 27, 2024.

Can I download this Joe Knows Retirement episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!