Questions to Find the Right Advisor
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Questions to Find the Right Advisor
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In this episode, financial advisors Jim Martin and Casey Bibb of Martin Wealth Solutions delve into the importance of selecting the right financial advisor to help you plan your retirement. We break down the key questions to ask and the traits to look for in an advisor, emphasizing the importance of finding someone who is planning-focused, a fiduciary, and aligns well with your personal goals. We also highlight the significance of having a comprehensive, written financial plan that covers more than just investments. Alongside some light-hearted moments, including chicken jokes, the discussion aims to equip you with the tools and knowledge needed to make well-informed decisions about your financial future.
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00:00 Introduction: Do You Need a Financial Advisor? 01:33 Meet the Hosts 03:17 Choosing the Right Financial Advisor 04:25 The Importance of a Written Plan 06:53 Understanding Fiduciaries 09:41 Building a Relationship with Your Advisor 13:34 Essential Questions to Ask Your Advisor 13:59 Understanding Advisor Fees and Transparency 14:44 Building and Updating a Retirement Plan 15:40 Comprehensive Financial Planning 16:44 Advisor's Role in Market Downturns 18:05 Finding the Right Financial Advisor 22:37 Importance of Tax Strategy 24:40 How Many Advisors Should You Interview? 25:51 Conclusion and Final Thoughts Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.