What You Should Expect from Your Financial Advisor, Ep #102

<p>What should you expect from your financial advisor? Based on the questions I’m getting—and the conversations I’m having—many of you don’t know the answer to this question. And some of you have been working with the same financial advisor for 10–20 years! In this episode of the Retirement Made Easy podcast, I want to encourage you to expect more from your financial advisor: more planning, more advice, and more service. Listen to learn what you are paying for and SHOULD be getting from your financial advisor. </p> <h2>You will want to hear this episode if you are interested in...</h2> <ul> <li>[3:36] Check out the FREE Resources at RetirementMadeEasyPodcast.com</li> <li>[7:23] Thank you to these amazing listeners: Phil & Nancy!</li> <li>[7:52] Your financial advisor should be able to help you</li> <li>[10:09] It’s time to get serious about your retirement action plan</li> <li>[13:19] Ask for and expect more from your financial advisor </li> </ul> <h2>What should you expect from your financial advisor?</h2> <p><span style="font-weight: 400;">Many listeners are saying they’re working with a financial advisor—but they’re still asking me questions about social security. They’re still asking me questions about pensions, estate planning, tax planning, and so much more. I’m shocked how many people work with advisors who don’t know their stuff. Your financial advisor SHOULD be able to answer this for you! </span></p> <p>You are paying your financial advisor a lot of money to help you with financial decisions. Get your money’s worth! I answer dozens and dozens of questions and am happy to do so but I’m shocked by how many people reach out to me because their advisor <em>isn’t</em> answering their questions. So where should you start?</p> <h2>Set up a meeting with your financial advisor</h2> <p><span style="font-weight: 400;">When I get a phone call, it usually goes something like this: “I’m thinking about retiring. I don’t know if I’m on track. I’ve got IRAs, Roth IRAs, and a 401k.” What’s the first thing</span> <em><spa