Retirement Roadmap Radio - Should I Break up With My Financial Advisor?

Published Jan 18, 2025, 4:55 PM

When's the last time you reevaluated your relationship with your financial advisor? This episode discusses critical factors like communication issues, alignment of financial goals, fee transparency, and the importance of a fiduciary relationship.

• Importance of regular communication with your advisor
• Adaptability of your advisor in line with your changing goals
• Understanding fees and ensuring transparency
• Seeking new perspectives and ideas from financial professionals
• Addressing ethical concerns and prioritizing trust in the advisor relationship
• Recognizing the distinction between general financial advisors and retirement planners