#006: Hiring a Financial Advisor
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 6 February 2017
⏱️ 40 minutes
🧾️ Download transcript
Summary
The second type of advisor every retiree needs in their corner is a Financial Advisor.
Not everyone needs a financial advisor. But those who are within 10 years of retirement, are too busy to do their own planning, or with complex financial situations can definitely benefit from having a financial advisor.
We discuss what to look for when selecting an advisor that matches your desired needs.
Be sure to check out more of our resources at http://www.bigpictureretirement.net
Transcript
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| 0:00.0 | The Big Picture Retirement Show does not provide specific tax, legal, or financial advice. |
| 0:05.1 | Listeners are encouraged to seek out their own advisors in these areas. |
| 0:10.3 | This episode of Big Picture Retirement is brought to you by Social Security Intelligence.com, |
| 0:15.9 | a website dedicated to making sense out of Social Security benefits. |
| 0:20.1 | Visit Social Security Intelligence.com forward slash big picture for your free guide, |
| 0:24.8 | the six Social Security basics that everyone should know. |
| 0:33.5 | Hey everyone and welcome to the Big Picture Retirement Show, where we deliver insight on what you need to know for a meaningful and successful retirement. |
| 0:42.5 | If you are planning for or living in retirement, this is the show for you. |
| 0:47.2 | I'm Devin and I'm joined, as always, by John, my co-host. |
| 0:51.4 | That's me. |
| 0:52.6 | Okay, John, so we've been talking about building our advisory team, and when we started off, we talked about how to find the right tax advisor. Yeah, I mean, tax is an important piece. Got to have the right tax person. But be perfectly honest, that's a, that's not a gigantic piece. Right. But the next two are. That's right. I agree with you. And not only |
| 1:13.2 | because that's what we do. Yeah. Yeah. Not because it's completely self-serving, but we actually |
| 1:20.3 | do believe it. That's right. You know, those two things are not mutually exclusive. So today, |
| 1:25.3 | let's talk about hiring a financial advisor, and there's a lot to |
| 1:28.9 | know when you're hiring a financial advisor. Yeah, absolutely. And this is one that coming from the |
| 1:34.7 | non-financial field, you know, I can speak pretty thoroughly on accounting and taxes and stuff. |
| 1:41.7 | I've got a background in that. When we get to the legal side of it, |
| 1:45.3 | I got a lot of insight on that. But when it comes to the financial advisor, I am one who has probably |
| 1:53.1 | not done many of the things that we're going to talk about and have learned that the hard way. |
| 1:59.3 | Yeah. So right off the bat, I don't think that |
| 2:03.2 | everyone needs a financial advisor. I think that's, yeah, I think that's probably right. |
| 2:08.8 | That may take some people by surprise because that's what I do. It's how I get compensated. |
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