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Five Steps to Finding a Financial Advisor You Can Trust : What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement by Randy L. Thurman (2023, Hardcover)

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Format: Hardback or Cased Book. Condition Guide. Publication Date: 7/18/2023. Item Availability.

About this product

Product Identifiers

PublisherAdvantage Media Group

ISBN-101642253219

ISBN-139781642253214

eBay Product ID (ePID)17061242885

Product Key Features

Publication Year2023

Book TitleFive Steps to Finding a Financial Advisor You Can Trust : What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement

TopicPersonal Finance / Money Management, Personal Finance / Investing, Finance / Wealth Management

Number of Pages172 Pages

LanguageEnglish

GenreBusiness & Economics

AuthorRandy L. Thurman

FormatHardcover

Additional Product Features

Intended AudienceTrade

Table Of ContentIntroduction PART I: Your Key to a Worry-Free Retirement Now That You're Retired, Do You Need a Financial Advisor? The Three Essential Qualities of a Trustworthy Financial Advisor The Retirement Investment Advisor--A True Specialist Five Steps to Find a Financial Advisor You Can Trust PART II: The Five-Step Process Step One: Create a List of Candidates Step Two: Refine Your List with a Phone Interview Step Three: Meet the Top Candidates Step Four: Review a Recommended Portfolio Step Five: Hire Your Outstanding, Trustworthy Financial Advisor A Final Word: Balance Appendix Recommended Reading List About the Author Acknowledgments Index

SynopsisYou've worked hard and planned carefully so that one day you can retire comfortably. That time has finally arrived. So why doesn't it feel as carefree as you imagined? After building your retirement account, it's time to take money out and use it for everyday expenses -- and that requires an entirely new approach to financial planning. You have lots of questions. This book is a step-by-step guide to the answers you need to let go of your concerns. The key is to enlist the help of a financial professional with the experience to understand your needs now that you've retired. Learn which questions to ask and what answers to expect from an advisor with the specialized knowledge to help you enjoy the worry-free retirement you deserve, so can make your golden years the most meaningful and rewarding years of your life., A young journalist asked, "What percentage of financial advisors would you recommend to your mom?" It was a simple question, but it made retirement investment advisor Randy L. Thurman CFP®, CPA/PFS, uncomfortable. "Two percent," he answered. That's right. Just one advisor out of fifty was good enough to trust with his mom's money-or yours. That's what inspired Randy to draw on decades of experience to reveal everything you need to know to find an advisor you can trust. In Five Steps to Finding a Financial Advisor You Can Trust, you'll discover: The three essential qualities you need in a financial advisor, What a good financial advisor can and should do for you, The key questions you should ask an advisor before you hire her-including three questions that will eliminate 90% of all candidates, The difference between investing after retirement and investing to accumulate wealth, Why it's critical to find an advisor who understands the unique concerns of a retiree, How you can tell if an advisor will make your best interest his top priority (Find out by asking just one question!), You deserve to live your golden years with passion and purpose, free from worries about money. This book is packed with insider secrets that will let you hire an advisor to make your retirement a dream come true. It just might be the most important investment you'll ever make.