• Advisor Red Flags

  • Jun 28 2024
  • Length: 53 mins
  • Podcast

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Advisor Red Flags

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  • Summary

  • Weston Lindemann discusses the importance of diversification in retirement planning and the need for a safety asset to protect against market downturns. He also highlights red flags to look for when working with a financial advisor, such as failing to acknowledge fiduciary responsibility, pressuring clients to make quick decisions, lacking transparency, providing generic advice, and not offering a written plan or agreement. Weston emphasizes the need for personalized retirement planning and the importance of working with a fiduciary advisor who puts the client's best interests first.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.
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Economics Personal Finance Personal Success
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