In this episode of The Truth About Money, the hosts discuss the critical steps in finding the right financial advisor, the importance of understanding advisor fees, and the necessity of comprehensive financial planning. They emphasize the need for clients to feel comfortable with their advisors and the importance of setting realistic expectations for financial performance. The conversation also highlights the significance of integrating various aspects of financial planning, including tax and healthcare considerations, to ensure a successful retirement.. The discussion highlights the fiduciary duty of advisors and the need for clients to feel comfortable with their financial partners.

Reach out to Bruce & Tim at (800) 796-9912 or 

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/