• 5 Tips For Hiring An Advisor

  • Aug 13 2024
  • Length: 9 mins
  • Podcast

5 Tips For Hiring An Advisor

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  • Summary

  • Restaurants and stores use various strategies to maximize profits. Don't most industries? That’s why Greg and Kristin are leaning on their experiences to share the top 5 things you should consider when hiring a financial advisor, especially in or near retirement. If you have an investment portfolio or 401(k) and are approaching age 60 or older, this episode is for you!

    👨‍💻 Grab a free copy of Legacy’s My Retirement Kit to help you get organized!

    See omnystudio.com/listener for privacy information.
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