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3 Things People Want from Their Retirement Plan | The “Red Flags” to Watch for When You Choose a Financial Advisor | What Does It Mean to “De-Risk” Your Portfolio?

3 Things People Want from Their Retirement Plan | The “Red Flags” to Watch for When You Choose a Financial Advisor | What Does It Mean to “De-Risk” Your Portfolio?

Fire Your Financial Advisor by Golden Reserve · Greg Aler

December 27, 202551m 3s

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Show Notes

On this episode:

  • Why is there a disconnect between what people want and what financial advisors provide?
  • Don’t fall prey to “bad actors” in the financial world.
  • What are the actual steps to dialing back your portfolio risk?

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Topics

Greg AlerFire Your Financial AdvisorGolden ReservePhil HuffAler StallingsFinancial AdvisorRetirement PlannerRetirement PlanningAdvisor Red FlagsDe-Risking Your PortfolioAnnuitiesRetirement Income