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7 Reasons Why You Should NOT Work With A Financial Planner [Episode 27]
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Working with a financial planner can be a great idea, but unfortunately not all financial planners offer the same great service. In this episode of Joe Knows Retirement, Joe shares seven red flags to look out for when selecting a financial planner. If you're working with an advisor who fits these descriptions, it may be time to consider finding a new advisor.
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