7 Things Financial Advisors Could Say That Should Make You Nervous
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
If your financial advisor says these things, it might be time to find a new advisor. In this episode of Joe Knows Retirement, Joe shares seven things financial advisors say that can indicate they're not providing the level of service you need. If they don't do tax planning, don't calculate Roth conversions, or don't collaborate with other professionals, you might want to consider working with a different advisor who provides a higher level of care.
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