PLAY PODCASTS
What to Expect When Working with a Financial Advisor
Episode 289

What to Expect When Working with a Financial Advisor

How to Retire on Time

September 17, 202522m 45s

Audio is streamed directly from the publisher (media.transistor.fm) 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

“Hey Mike, I’ve never worked with an advisor, what should I expect?” Discover what the first experience with a financial advisor should look like and how to know if you’ve found the right fit.

Text your questions to 913-363-1234. 

Request Your Wealth Analysis by going to www.retireontime.com

Topics

retirementpersonal financeinvestinginsuranceannuitiesstock market