![7 Questions to Help You Find the Right Financial Advisor [Episode 14]](https://static.libsyn.com/p/assets/9/2/a/7/92a7342a46e80c38e5bbc093207a2619/Peak_Retirement_Planning-Joe_Schmitz_Podcast_Logo_with_Headshot_NP_10.12.23-20231030-7hpxuz1evy.png){kind=logo}
7 Questions to Help You Find the Right Financial Advisor [Episode 14]
Joe Knows Retirement · Joe Schmitz Jr.
Audio is streamed directly from the publisher (traffic.libsyn.com) 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
Although there are many financial advisors out there, not all of them provide the same level of expert care. In this episode of Joe Knows Retirement, Joe shares seven questions you can ask a financial advisor to get a better idea if they will be good to work with. From how they do tax planning to whether or not they work collaboratively with others, these questions are important to ask.
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/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/