Financial Advisors (Part 1): What Are They + What Do They Do
Stay Wealthy Retirement Podcast - En podcast af Taylor Schulte, CFP®
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Today I'm kicking off a multi-part series on Financial Advisors. (I'm also sharing a BIG announcement with everyone! 🥳) Here in Part 1, I'm covering three things: What is a financial advisor Why the job title is meaningless What financial advisors do (and don't do) It doesn’t matter if you manage your own finances, happily work with a financial advisor, or work with 15 advisors... ..if you want to gain a better understanding of this important (yet confusing!) profession, this series is for you. Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter! *** ✏️ Grab the Episode Show Notes 📘 Pre-Order the More Than Money Book 📊 Get Your FREE Retirement & Tax Analysis