Is Your Financial Advisor the Right Fit for You?
Retirement Coffee Talk · Charisse Rivers
March 4, 202510m 4s
Audio is streamed directly from the publisher (p.podderapp.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
Just because the chef wears a white smock doesn’t make them a great cook. Just because your financial advisor says they do retirement planning doesn’t make them proficient at it.
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy information.
Topics
retirement planningfinancial advisorsinvestment strategiesretirement consultationfiduciarystock marketinsurancebondsretirement incomefinancial planning