Mistakes to Avoid When Choosing a Financial Advisor

Everyone wants to make the best decisions when it comes to their money and their future. In what ways can you avoid making mistakes when choosing a financial advisor?

 

Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-76-mistakes-to-avoid-when-choosing-a-financial-advisor/

 

What we discuss: 

0:26 - Sean’s getting ready for the holidays.

1:43 - How can you avoid making mistakes when looking for an advisor?

4:27 - Bigger is not always better.  

6:58 - Don’t pretend you know, ask questions.

9:17 - Work with the advisor with the right specialty.