EPISODE · Mar 30, 2022 · 42 MIN
The Retirement Clinic-3-26-22 – Choosing the right Financial Advisor
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Jeff Kowal and Marie McFarland share the 6 mistakes you should avoid when choosing a financial advisor, discuss things 401(k) millionaires should consider, and shed insight on estate executors and removing trustees.
What this episode covers
Jeff Kowal and Marie McFarland share the 6 mistakes you should avoid when choosing a financial advisor, discuss things 401(k) millionaires should consider, and shed insight on estate executors and removing trustees.
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The Retirement Clinic-3-26-22 – Choosing the right Financial Advisor
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