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Healthy, Wealthy, & Wise Retirement Podcast


Sep 21, 2021

Hiring the right financial advisor can be intimidating. It's tough to know what questions to ask if you're interviewing a new advisor, and it can be equally tough to put your current advisor through the ringer if you've been with them for some time. 

But your retirement is just too important to be left to chance, so I've created this episode for those who want to take back control by asking the right questions. Have a listen so you can hear me talk through each question to ask, but don't forget about the attached cheat-sheet for a quick reference guide.

Our Process

What is a Fiduciary?

About Me

For questions, comments, or to receive your own RETIREMENT READINESS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch 

You can also find Loren at shermanl@integrityguidance.com 

 

For more resources discussed on the show, visit: https://healthywealthywiseretirement.com/