Should You Work With An Older Or Younger Advisor? [Episode 28] episode artwork

EPISODE · Feb 12, 2024 · 13 MIN

Should You Work With An Older Or Younger Advisor? [Episode 28]

from Joe Knows Retirement · host Joe Schmitz Jr.

The average financial advisor in America is 55-60 years old. While an older financial advisor can be a great option for you, they may not offer the competitive and comprehensive service that a younger advisor can offer. In this episode of Joe Knows Retirement, Joe shares seven reasons why working with a younger advisor could be the best option for you to help you achieve the retirement you want. 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 Feb 12, 2024

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Should You Work With An Older Or Younger Advisor? [Episode 28]

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