Today’s Hack
We’ve finally reached the final part of our three-part series on what financial advisors wish every investor knew. Phil will discuss four more big things that will make planning for retirement with their advisor even smoother.
From understanding the real costs behind your investments to navigating the tricky waters of risk management, Phil offers invaluable advice to make your financial path smoother. Dive into the blurred lines of online financial advice and discover the differences between big-name firms and personalized service. Equip yourself with knowledge for a more secure financial future.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:25 – Know what you are paying
4:22 – Understanding that there will be some risk involved
8:03 – The risks that come with the internet
14:52 – The big name doesn’t necessarily mean the best fit
If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.