• What To Expect Once I've Hired A Fee-Only Financial Advisor (Part 4), #204

  • Jun 5 2024
  • Duración: 28 m
  • Podcast

What To Expect Once I've Hired A Fee-Only Financial Advisor (Part 4), #204 Por arte de portada

What To Expect Once I've Hired A Fee-Only Financial Advisor (Part 4), #204

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  • Resumen

  • What should you expect once you’ve hired a fee-only financial advisor? Fee-only financial advisors typically offer financial planning, investment management, or a combination of both.

    In this episode, I’ll cover what each process will be like because what you’re hiring your financial advisor to do will determine how your experience will be (and what the relationship will look like).

    This is Part 4 of a five-part series about financial planners to celebrate the release of my first book, “Fiduciary: How to Find, Hire, and Establish a Trusted Partnership with a Fee-Only Advisor.”

    You will want to hear this episode if you are interested in...
    • [0:48] How to Find and Hire a Financial Advisor
    • [2:02] What is financial planning?
    • [3:36] The financial planning process + experience
    • [9:56] Understanding the implementation schedule
    • [12:37] The investment management process + experience
    • [27:15] What we’re covering in part 5
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Fiduciary: How to Find, Hire, and Establish a Trusted Partnership with a Fee-Only Advisor
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact

    Subscribe to Retire With Ryan
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