Season 2 · Episode 24
The 6 Best Tips For Selecting Your Next Financial Advisor!
November 16, 20201h 1m
Audio is streamed directly from the publisher (buzzsprout.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
This is it! The episode you have all been waiting for with regards to financial advise. We sit down with Tanner Bortnem with HarMONEY Wealth in Arizona. We discuss his top 6 things to look for when finding a financial advisor. There are a lot of people in the financial world that don't necessarily have your best interest in mind so we want to make sure that you have help navigating the wide world of financial advisors and managing your risk.
We hope you enjoy this episode and give you some insight into why it's important to save early, pay yourself first make it to retirement with some good money in your account!
If you would like to sit down and talk with Tanner his website is listed below feel free to reach out to him:
If you have any comments, thoughts or questions about the show or have some ideas on what you want us to talk about, reach out to Shawn, Shane & Rachel via social media:
Shawn Malkou (on all the social platforms): @shawnmalkou
Shane & Rachel:
www.srazrealty.com
IG: @sr_realtygroup
FB:@SRAZRealty
YT:@Shane & Rachel
Also, check out our other content on all the other social platforms by googling our names and you will get all the info!
Topics
Arizona Real TalkArizonaHow to find a financial AdvisorHow to Find a reliable Financial advisorDave RamseyDave Ramsey Financial AdvisorFinancial AdvisorPersonal FinanceHow to make more moneyHow to build wealthwealth buildingFinding a Financial