You Wouldn’t Buy a Car Without Doing Some Research. So Don’t Do This.
Update: 2025-05-05
Description
Today, Paul explains that many people don’t want to do their homework before hiring a financial advisor. We love to trust word of mouth, or worse, the marketing materials of an advisory firm. Paul reminds investors that you don’t buy a car without doing some research or a home without having a proper inspection. The financial consequences of going 30 years of saving and investing without vetting your advisor can be dire. Listen along as Paul shares how to do the research and end up with the right planner.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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