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Ep 8: Investor Beware - Spotting Red Flags When Picking An Advisor
Manage episode 331787254 series 3327869
Kandungan disediakan oleh Jose Sanchez. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jose Sanchez atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Contact & Helpful Links:
Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0
Book A Visit Online: http://bookachatwithjoe.com/
Call: 505-500-4032
Online: https://josevsanchez.com/
9 episod
Kongsi
