Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
Should You Have More Than One Financial Advisor?
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Liz Whitteberry
Having two advisors might sound like twice the insight, but it often leads to twice the confusion. In this episode, Liz breaks down the pros and cons of splitting your investments between multiple advisors and explains when it can create unnecessary complexity, overlap, and conflicting advice. You’ll learn why a cohesive, team-based approach- led by one trusted advisor- can simplify your retirement planning and help all your financial pieces work together smoothly.
Here’s some of what we discuss in today’s show:
- Why some investors choose multiple advisors
- When two advisors can actually work against you
- The importance of one “quarterback” advisor to unify your plan
- Special situations where more than one advisor might make sense
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
