7 Reasons Why You Should NOT Work With A Financial Planner [Joe Knows Retirement, Episode 27] скачать в хорошем качестве

7 Reasons Why You Should NOT Work With A Financial Planner [Joe Knows Retirement, Episode 27]

Working with a financial planner can be a great idea, but unfortunately not all financial planners offer the same great service. In this episode of Joe Knows Retirement, Joe shares seven red flags to look out for when selecting a financial planner. If you're working with an advisor who fits these descriptions, it may be time to consider finding a new advisor. Vanguard Advisor's Alpha study: https://advisors.vanguard.com/insight... 📞 Schedule a call with our team: https://peakretirementplanning.com/sc... 🎥 Subscribe to our channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-yout... 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/... #retirement #retirementplanning #financialplanning Timestamps: 00:00 DON'T work with a financial planner (if they do these things) 01:21 Reason 1. They are an insurance-only salesperson 02:05 Reason 2. They are an investment-only manager 03:37 Reason 3. They don't do tax planning 04:38 Reason 4. You don't have enough money to make the cost worthwhile 06:02 Reason 5. Financial planning is a hobby of yours 07:25 Reason 6. They know what they're going to invest in before you've even decided to work with them 09:22 Reason 7. They don't have a team Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, financial, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is an Ohio based registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.