Retirement Elevated Podcast with Sean Lee

Is Your Financial Advisor Doing This?

December 17, 2020

Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial advisor.


Read more and get additional financial resources here: 


What we discuss on this show: 

2:29 - Is your advisor doing this?

3:37 - Does your advisor include tax planning and strategy?

6:11 - Is your advisor evaluating fees in investments?

9:03 - Have you clarified the target and the goal?

10:26 - What is the difference with a customized plan?