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Can I Retire Now?
Welcome to the Can I Retire Now? Podcast!
Where savvy financial insights meet relatable wisdom. With almost two decades in the industry, Nick Russell and his wife Becky Wagoner bring a dynamic perspective to help you navigate your unique financial landscape.
Join us as we decode the intricacies of your financial world, offering tailored strategies for dream retirement plans and protection against life's storms.
Discover what truly matters in your financial life, gain insights on relationships and money, and maybe even share a good laugh.
Your journey to financial well-being starts here.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity. 6052 Turkey Lake Rd #101, Orlando, FL 32819. Main Telephone: (407) 351-3476
Can I Retire Now?
Choosing a Financial Advisor: 7 Key Questions to Ask Before You Decide (Ep. 20)
Selecting a financial advisor can shape your financial future, so asking the right questions is vital.
In this episode, Nick Russell and Becky Wagoner discuss key considerations when choosing a financial advisor, emphasizing the importance of understanding fiduciary responsibilities, communication styles, and compensation models.
They highlight how advisors’ approaches can significantly impact your financial planning and stress the value of finding someone you trust.
Nick and Becky discuss:
- The importance of confirming if an advisor is a fiduciary and why this matters for your financial interests
- Questions to clarify the range of services an advisor offers, from investments to tax planning
- The significance of understanding an advisor's communication habits and frequency of updates
- Evaluating an advisor’s client base and determining if they are a good match for your needs
- Transparency in how advisors are compensated and why it’s critical to ensure alignment of interests
- And more!
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