Episode 28 – 11 Questions You Should Ask Your Financial Advisor

Apr 1, 2019

If you haven’t done so already, it’s time to put your retirement advisor to the test.

Does your advisor have the skills needed to create a customized plan for your dream retirement? Today, Jim Black answers 11 questions that will help you find out.

In this episode, you’ll learn:

  • Why Jim believes that investing is about time, not timing
  • What credentials to look for in a financial adviser
  • Why starting to collect Social Security right away is the best move for some people
  • What the most important question to ask your advisor is — and why it matters
  • And more!

Tune in now to learn how you can find an advisor who will help guide you towards your happily-ever-after retirement!

Resources:  The Retirement Solution Inc.

 

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