Работайте офлайн с приложением Player FM !
Biggest Mistakes in Choosing An Advisor
Manage episode 306615837 series 2662145
There are a few steps you should take when choosing a financial advisor and unfortunately its easy to make mistakes. Damon and Matt detail some elements you need to look at before signing off on a financial planner. Plus, we should have an emergency fund while working, but what about in retirement? Should it be a separate fund or part of a retirement bucket?
For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
261 эпизодов
Manage episode 306615837 series 2662145
There are a few steps you should take when choosing a financial advisor and unfortunately its easy to make mistakes. Damon and Matt detail some elements you need to look at before signing off on a financial planner. Plus, we should have an emergency fund while working, but what about in retirement? Should it be a separate fund or part of a retirement bucket?
For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
261 эпизодов
Все серии
×Добро пожаловать в Player FM!
Player FM сканирует Интернет в поисках высококачественных подкастов, чтобы вы могли наслаждаться ими прямо сейчас. Это лучшее приложение для подкастов, которое работает на Android, iPhone и веб-странице. Зарегистрируйтесь, чтобы синхронизировать подписки на разных устройствах.