So you’re finally ready to take the plunge and retire, but first you need to hire a financial advisor to help you navigate this process. Choosing someone to manage your money is an important task that can be daunting. Wondering where to start? These five questions will help you determine if a potential advisor is right for you.
00:00 - Intro
00:06 - You're Ready to Retire, How to Find the Right Advisor for You
00:31 - Question 1: What type of relationship do you have with your clients?
01:01 - Question 2: Are you an individual or work with a team?
01:47 - Question 3: Are you investments only or do you offer comprehensive financial planning?
02:34 - Question 4: How are you compensated?
03:19 - Question 5: How will you organize my financial life?
04:00 - What questions do you have about retirement?
04:15 - Closing
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