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Stop Doing What You Hate


Jul 16, 2020

Highlights from this episode include:

  • Don’t even think about talking to an advisor until you do this or you’ll be throwing your money away (3:17)
  • The best way to find your next financial advisor (5:27)
  • How to steer clear of an advisor that only sees you as another commission (8:00)
  • A surefire way to know that your advisor is worth the fee they charge (13:12)
  • How a disagreeable advisor can make you rich  (14:27)
  • Two characteristics your advisor must have or your retirement is at risk (15:32)
  • Don’t waste your time with an advisor that won’t do this for you (19:42)