Feb. 6, 2017

#006: Hiring a Financial Advisor

#006: Hiring a Financial Advisor

The second type of advisor every retiree needs in their corner is a Financial Advisor. Not everyone needs a financial advisor. But those who are within 10 years of retirement, are too busy to do their own planning, or with complex financial situations...

The second type of advisor every retiree needs in their corner is a Financial Advisor.

Not everyone needs a financial advisor. But those who are within 10 years of retirement, are too busy to do their own planning, or with complex financial situations can definitely benefit from having a financial advisor.

We discuss what to look for when selecting an advisor that matches your desired needs.

Be sure to check out more of our resources at http://www.bigpictureretirement.net

 

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Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517 

Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” 

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin’s team at https://www.carrolladvisory.com/ 

Contact John’s team at https://www.rossandshoalmire.com/ 

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