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Transitioning To A New Financial Advisor: Making Informed Decisions
Manage episode 421919812 series 3561292
Kandungan disediakan oleh Impact Partnership and Abe Abich. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Impact Partnership and Abe Abich 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.
Abe discusses the concerns people may have when choosing to switch financial advisors and explains the process he and his firm go through when helping new clients. He also emphasizes the importance of entering “Phase 2” of your retirement plan and living off life savings.
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