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10 Reasons Why You Should NOT Pay 1% For An Advisor
Season 1 ยท Episode 109

10 Reasons Why You Should NOT Pay 1% For An Advisor

Joe Knows Retirement ยท Joe Schmitz Jr.

January 17, 202519m 48s

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Show Notes

Are you paying a financial advisor for sub-optimal planning? In this episode of Joe Knows Retirement, Joe talks through ten red flags to be on the lookout for when considering if a financial advisor is worth working with, from not utilizing a comprehensive approach to adding costs through vehicles like mutual funds. He also explains why it's so important for those who are retiring with at least $1 million saved or who have a pension to work with a professional team to help plan for their unique situation.

Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/

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