About this episode
With the volatility in the market many of us are looking to start working with an advisor. What should we keep an eye out for when shopping around for an advisor? What red flags do we need to be aware of?
Watch the video podcast: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA
Key points:
2:09 – Spotting red flags
2:44 – Works with everyone
6:25 – Good news and certainty
10:35 – Too much jargon
15:02 – More talking than listening
Read more and get additional financial resources here: http://philstaxhacks.com
Get every episode summarized
Each time Phil's Tax Hacks publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Phil's Tax Hacks
Volunteering: The Best Investment You Might Make In Retirement
Phil's Tax Hacks
A New Proposal Might Cap Your Social Security Payments
Phil's Tax Hacks
The Surprisingly Hard Part of Retirement Nobody Warns You About
Phil's Tax Hacks
What Happens to Your Retirement When Your Income Isn't Predictable?
Phil's Tax Hacks