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Why an Advisor May be Your Spouse’s Back-Up Plan

EPISODE · Sep 19, 2024 · 11 MIN

Why an Advisor May be Your Spouse’s Back-Up Plan

from How to Retire on Time · host Kedrec Wealth

“Hey Mike, I have always managed my assets on my own. At some point, I know I won’t have the energy or interest to continue to manage my assets. How does someone vet an advisor and then slowly turn things over to that advisor?” Discover how to create a potential backup plan for your spouse when you pass or struggle to maintain your portfolio management. Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

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Why an Advisor May be Your Spouse’s Back-Up Plan

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