PLAY PODCASTS
15 Things To Do Before Hiring An Advisor

15 Things To Do Before Hiring An Advisor

New Focus on Wealth with Chad Burton · New Focus on Wealth

February 16, 202136m 50s

Audio is streamed directly from the publisher (traffic.omny.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

On the latest episode of New Focus on Wealth, Chad briefly discusses retirement accounts before moving on to 15 things you should do before hiring a financial advisor. If you’re shopping advisors, make sure you give this episode a listen before making another move!

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

See omnystudio.com/listener for privacy information.

Topics

retirementtaxesfinancialadvisorsretirementaccounts