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Transparency, Timing & The Value of an Advisor
Manage episode 372373599 series 3423688
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Would you hire someone to fix your car without knowing what it was going to cost? Or hire a real estate agent to sell your home without knowing what fees are involved? Of course not! Along this line of thinking, why would you invest your hard-earned money without understanding the associated costs?
Join us as we discuss why understanding fees, costs, and investment details is essential before entrusting your money to a financial professional. We’ll also share how timing can impact the success of your retirement plan and the benefits of working with knowledgeable advisors who prioritize transparency and your long-term financial well-being. Additionally, we’ll illustrate how a well-designed plan can protect your retirement income, even during market fluctuations, and caution against letting your emotions dictate your financial decisions.
Here is some of what we’ll discuss in today’s show:
- Understanding the costs and fees associated with financial investments and services to make better decisions for retirement planning. (0:23)
- The value that an advisor brings + having a well-planned financial strategy in place nearing retirement. (6:09)
- When is it a bad time to implement a good plan? (8:07)
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
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