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Stay Wealthy Retirement Show

Feb 19, 2019

Did you know anyone can call themselves a financial advisor?

Or a financial planner, a wealth manager, an investment manager… the list goes on and on.

Believe it or not, these titles have no legal or regulatory meaning.

They’re not evidence of experience or education. They’re just marketing tools.

In fact, you could call yourself a wealth manager right now if you wanted!

That’s just one reason why finding a trained, experienced, and legitimate financial advisor who works in your best interest at all times and won’t sell you and products is tough.

But, I'm here to help!

Today, I'm talking about the 10 biggest mistakes to avoid (plus, the questions you need to ask!) before hiring a financial advisor to help with retirement.

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DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.