Estate Planning: Wills, Trusts & Long-Term Care | Why clients leave Financial Advisors | Unnecessary Fees | Certified Financial Planner vs. Fee-Only Advisors
Fire Your Financial Advisor by Golden Reserve · Greg Aler
March 5, 202258m 53s
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Show Notes
Certified Elder Law Attorney Tim Stallings talks about wills, trusts and long-term care costs. Greg piles onto the things that frustrate clients most about financial advisors. We break down the unnecessary percentage and other fees retirees are being charged. Is being a fiduciary important or irrelevant? What about being a CFP or Fee-Only Advisor? Is it a good thing or a big scam?
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