A Revealing New Question to Ask Your Financial Advisor
Fire Your Financial Advisor by Golden Reserve · Greg Aler
March 24, 20268m 4s
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Show Notes
How much do you charge? How do you deal with risk, inflation, taxes, and Social Security? These are all good questions for your financial advisor. We discuss a question that may be a deal breaker.
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Topics
Greg AlerFire Your Financial AdvisorGolden ReserveAler StallingsFinancial AdvisorRetirement PlannerRetirement PlanningCustomer Serviceclient limitsservice qualityfiduciary responsibilityinvestment philosophyretirement goalsclient engagementfinancial planning questions