#009: Hiring a Legal Advisor
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 27 February 2017
⏱️ 39 minutes
🧾️ Download transcript
Summary
What should you look for when hiring a legal advisor? In this episode we discuss the first question you need to ask a potential legal advisor, what to watch out for, and the benefits of paying a flat fee versus an hourly rate.
For more information, visit http://bigpictureretirement.net
Transcript
Click on a timestamp to play from that location
| 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. |
| 0:12.7 | Welcome to the Big Picture Retirement Show, where we deliver insight on what you need to know for a successful retirement. |
| 0:20.0 | If you are planning for or living in retirement, |
| 0:22.8 | this is the show for you. I'm Devin, joined today, as always, by my co-host, the friendly John. |
| 0:29.6 | That's me, the friendly John Ross. All right, John, so we've been talking in the last few |
| 0:34.5 | episodes about building an advisory team. One of the key elements of that |
| 0:39.4 | big picture retirement is getting the right folks around us to serve as our guide, right? Yeah, |
| 0:44.4 | no, absolutely. That's the key. Yeah. So we've talked about hiring the right tax advisor, |
| 0:49.4 | not just a document processor, but a real advisor. Somebody that's going to give you advice. That's right. |
| 0:53.6 | We've talked about hiring a financial advisor, not someone who just simply calls themselves that, |
| 0:58.8 | but someone who is obligated to serve in your best interest. That's what they do. |
| 1:03.9 | So the last component to close all of this up is finding the right attorney. It is. And I'm, uh, I'm very biased about this one, as you |
| 1:13.7 | might as imagine, given my background. I've heard you speak on this before. And, and you're |
| 1:18.6 | absolutely right in some of the stuff you say. You know, I know that our listeners out there, |
| 1:22.5 | they may have a cousin, Sal, who's an attorney. That's right. It doesn't mean that Sal needs to write your will. |
| 1:28.7 | Yeah, you know, so unfortunately, there are a lot of attorneys out there. A lot of attorneys out |
| 1:36.2 | there. In the state of Texas, for example, there are 90,000 licensed attorneys. |
| 1:45.3 | Yeah. |
| 1:46.1 | That's a bunch. |
| 1:47.1 | Yeah. |
| 1:47.8 | The other thing that people should realize when it comes particularly to the legal market, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Devin Carroll, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Devin Carroll and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

