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Is It Time to Fire Your Financial Advisor?

Is It Time to Fire Your Financial Advisor?

The Retirement Solution · Jon Hicks

November 4, 202513m 50s

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Show Notes

Is your financial advisor really preparing you for retirement’s big game—or just getting you to the playoffs? Jon Hicks explores the warning signs that it may be time to switch advisors, from costly mutual funds and missing income plans to overlooked tax strategies. Learn what questions to ask and how to ensure your financial coach is ready for your retirement victory.

 

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Topics

retirement planningfinancial advisorincome plantax strategymutual fundsasset efficiencyfiduciaryretirementfinancial planning