Planning for Financial Freedom - (w/Justin Smith, CFA,CFP) [Ep.25]
In Part 1 of this amazing discussion with my financial advisor, Justin Smith, CFP, CFA, you’ll learn:
· How to determine if/when you need a financial advisor.
· What a fiduciary is and why you need to make sure your financial advisor is one.
· The most important questions to ask a prospective financial advisor to determine if they are the right fit.
· If you should look for an advisor who is “fee only.”
· The red flags to look out for when seeking a financial advisor.
· If it’s possible to make a change if you feel you are not with the right financial advisor.
· How a good financial advisor…
The skinny
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