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Questions You NEED To Ask Your Financial Advisor
Retirement Done Right w/ David & Pat
🔍 Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning
In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial advisory industry. We expose what "fiduciary" really means, break down hidden fees, and reveal what TRUE holistic financial planning looks like.
🔹 Key Takeaways:
✅ Industry Evolution: From 1970s stockbrokers to modern holistic planners - how the advisor role has transformed
✅ Fee Transparency: The shocking truth about commissions, AUM fees, and hidden product costs that drain your returns
✅ Fiduciary Reality: Why everyone claims to be a fiduciary and how to spot the real deal
✅ Holistic Planning Defined: It's NOT just investments - discover the 8 key areas of true comprehensive planning
✅ Red Flags: 3 warning signs your advisor isn't working in your best interest
✅ Questions to Ask: The exact questions to vet any financial advisor before hiring them
🚨 3 RED FLAGS Your Financial Advisor Isn't Working For You:
1️⃣ They avoid talking about their fees & how they get paid
2️⃣ They push you to implement plans you don't fully understand
3️⃣ They try to sell you products in the first meeting
#RetirementPlanning #MillionDollarRetirement #SocialSecurity #RetirementIncome #FinancialPlanning #RetirementGoals #WealthManagement #RetirementSavings #401k #RothIRA #RetirementTips #FinancialFreedom
#financialplanning #financialeducation #financialadvisors
Disclaimer: The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
Continuum Wealth Advisors, LLC (“Continuum”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.
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Disclosure
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor.
Continuum Wealth Advisors, LLC (“Continuum”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.
