In this special Retirement Made Easy Replay, we take a look back at a popular episode. I’ll cover the five questions you need to ask a financial advisor to make sure they’re THE right fit for you:

  • Question #1: How long have you been doing this?
  • Question #2: Do you have a specialty?
  • Question #3: Are you a fiduciary?
  • Question #4: How are you compensated?
  • Question #5: What does working together look like?

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