Not every financial advisor is created equal so picking the right one to work with can benefit you for years to come. But no one intentionally chooses someone that isn’t a good fit so what should you be looking for in a financial advisor? In this episode, we’ll talk about the characteristics that make up a good advisor and provide guidance on what questions you should be asking.
Whether you’re looking for an advisor for the first time or just curious whether your current advisor is the best fit, Victor will help you identify someone with the right philosophy to get you to and through retirement. Building t
Here’s some of what we discuss in this episode:
About Retirease Radio:
Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Connect:
Medina Law Group: https://www.jerseyestateplanning.com/
Palante Wealth Advisors: https://palantewealth.com/
Create your
podcast in
minutes
It is Free