The Questions to Ask An Advisor When You Meet

from Elevate Your Wealth with Mark Stimpson and Casey Elkins · host Mark Stimpson, Casey Elkins

On this edition we go over questions you need to be asking when you sit down with an advisor. Questions like, should I be concerned about the impact of inflation? Or How important is a spending/budget plan? Also on today’s program, with premiums being very high alternatives to long term care insurance. As you near retirement we will go over some bad habits that you need to break. If you have any questions about your own retirement contact Elevated Financial Management at 866-668-3625.See omnystudio.com/listener for privacy information.

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This episode is 50 minutes long.

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This episode was published on September 8, 2023.

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