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Essential Questions For Financial Advisors

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Manage episode 474529663 series 3561339
Content provided by Impact Partnership and JoePat Roop. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and JoePat Roop or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Retirement for Living, JoePat Roop discusses essential questions to ask financial advisors, the importance of fiduciary responsibility, strategies for building sustainable retirement income, and the value of local knowledge in financial planning. He also evaluates the role of financial gurus in the industry and emphasizes the need for personalized, face-to-face financial advice.

For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

180 episodes

Artwork
iconShare
 
Manage episode 474529663 series 3561339
Content provided by Impact Partnership and JoePat Roop. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and JoePat Roop or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Retirement for Living, JoePat Roop discusses essential questions to ask financial advisors, the importance of fiduciary responsibility, strategies for building sustainable retirement income, and the value of local knowledge in financial planning. He also evaluates the role of financial gurus in the industry and emphasizes the need for personalized, face-to-face financial advice.

For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

180 episodes

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