15 Things To Do Before You Hire A Financial Advisor
New Focus on Wealth with Chad Burton · New Focus on Wealth
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 this episode, Chad gives a brief market update before moving on to the fifteen things you should do before hiring a financial advisor. A little behind on your retirement savings? Chad notes how to get back on track.
Starting with a simple budget, Chad explains the 15 things you can do to build a foundation of financial awareness before taking steps to find the right advisor for you.
Don’t miss this 37-minute episode jam-packed with the steps you can't afford to skip!
Email your money question to [email protected].
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
See omnystudio.com/listener for privacy information.