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Five Steps to Finding a Financial Advisor You Can Trust: What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement
Randy L Thurman
Hardback. Advantage Books 2023-07-01.
ISBN 9781642253214
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Förlagets beskrivning
What s the most important thing you can do to make sure you enjoy a worry-free retirement? Hire an expert to manage your money for you. But not just any expert. A young journalist asked, What percentage of financial advisors would you recommend to your mom? It was a simple question, but it made retirement investment advisor Randy L. Thurman CFP , CPA/PFS, uncomfortable. Two percent, he answered. That s right. Just one advisor out of fifty was good enough to trust with his mom s money or yours. That s what inspired Randy to draw on decades of experience to reveal everything you need to know to find an advisor you can trust. In Five Steps to Finding a Financial Advisor You Can Trust, yoüll discover: The three essential qualities you need in a financial advisor What a good financial advisor can and should do for you The key questions you should ask an advisor before you hire her including three questions that will eliminate 90% of all candidates The difference between investing after retirement and investing to accumulate wealth Why it s critical to find an advisor who understands the unique concerns of a retiree How you can tell if an advisor will make your best interest his top priority (Find out by asking just one question!) You deserve to live your golden years with passion and purpose, free from worries about money. This book is packed with insider secrets that will let you hire an advisor to make your retirement a dream come true. It just might be the most important investment yoüll ever make
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Five Steps to Finding a Financial Advisor You Can Trust: What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement
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