Retirement Elevated Podcast with Sean Lee

Mistakes to Avoid When Choosing a Financial Advisor

November 4, 2021

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?


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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.