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The Financial Advisor Checklist: 8 Things They Should Be Doing
Manage episode 501048929 series 2342924
Are you confident your advisor is covering everything that matters for your retirement? In this episode of Protect Your Assets, David Hollander walks through a practical financial advisor checklist, including eight signs that reveal whether your advisor is truly providing comprehensive planning or just focusing on investments. From tax planning and Roth conversions to income strategies and team support, discover what could be missing from your plan and how to spot the red flags before it’s too late.
You can send your questions to [email protected] for a chance to be answered on air.
Catch up on past episodes: http://pyaradio.com
Liberty Group website: https://libertygroupllc.com/
Attend an event: www.pyaevents.com
Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/
See omnystudio.com/listener for privacy information.
576 episodes
Manage episode 501048929 series 2342924
Are you confident your advisor is covering everything that matters for your retirement? In this episode of Protect Your Assets, David Hollander walks through a practical financial advisor checklist, including eight signs that reveal whether your advisor is truly providing comprehensive planning or just focusing on investments. From tax planning and Roth conversions to income strategies and team support, discover what could be missing from your plan and how to spot the red flags before it’s too late.
You can send your questions to [email protected] for a chance to be answered on air.
Catch up on past episodes: http://pyaradio.com
Liberty Group website: https://libertygroupllc.com/
Attend an event: www.pyaevents.com
Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/
See omnystudio.com/listener for privacy information.
576 episodes
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