The Financial Advisor Checklist: What To Look For (And Avoid!) (EP.186) The Long Term Investor podcast

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The Financial Advisor Checklist: What To Look For (And Avoid!) (EP.186)

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Ready to retire but uncertain about your next steps? Let’s build a retirement plan you can count on. Schedule a call with Peter now.

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Do you know what to look for when hiring a financial advisor?

Choosing a high-quality advisor can feel overwhelming, with countless titles, credentials, and compensation structures to navigate. In this episode, we discuss core items to look for, a framework to identify an advisor who aligns with your goals, and how the fees could impact your retirement plan.

Listen now and learn:

The biggest myths about financial advisors that could cost you
Why some advisors might not have your best interests at heart
Key steps to simplify the process of finding the right financial partner

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

150 episoade

#MBA #Trading #Business #Peter Lazaroff