the capitalized life when its time to change advisors 1080p скачать в хорошем качестве

the capitalized life when its time to change advisors 1080p

Is your advisor truly serving your best interests? In this episode of The Capitalized Life and Retirement Show, Matthew Johnson shares how to help recognize when it’s time to re-evaluate your financial advisor relationship. Learn the red flags that could affect your retirement income and the traits that define a true fiduciary. 🎯 In this video, you'll learn: • Not all financial advisors are true fiduciaries, learn how to tell the difference. • Your 401(k) custodian or call center is not a personal advisor. • Income planning in retirement requires a different strategy than accumulation. • If your advisor focuses on growth over income, it may be time for a change. Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, help to avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement. Johnson Wealth and Income Management is committed to educating its clients and the community through workshops on topics related to more conservative investment alternatives. Website: https://www.johnsonwim.com/ Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.