Skip to content
TrackPodcasts
businessNov 26, 202421:13pending

What Financial Advisors With Every Investor Knew (Part 3)

About this episode

We’ve finally reached the final part of our three-part series on what financial advisors wish every investor knew. Phil will discuss four more big things that will make planning for retirement with their advisor even smoother.

 

Here’s some of what we discuss in this episode:

0:00 – Intro

1:25 – Know what you are paying

4:22 – Understanding that there will be some risk involved

8:03 – The risks that come with the internet

14:52 – The big name doesn’t necessarily mean the best fit

 

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

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 episodes

Free 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.

What Financial Advisors With Every Investor Knew (Part 3)

Phil's Tax Hacks

0:00
21:13

More episodes

More from Phil's Tax Hacks

View all episodes →