Are you considering breaking up with your financial advisor and need to know how to do it?

We'll stick around and find out in this, the 74th episode of the Retirement Planning Education

podcast.

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs

and Roth IRAs, employer retirement plans, taxes, social security, Medicare, portfolio

withdrawal strategies, annuities, estate planning, and much more.

And now here's your host, Andy Panko.

Hello everybody, welcome back. Thank you always for listening.

It's not you, it's me.

Such is the line commonly said when someone breaks up with someone and that can apply in the

case of breaking up with your financial advisor which is what today's topic's all about a bit of a

different one bit of a bit off the beaten path one but this was a question i've i saw i come across a handful of

times coincidentally in the last week or two, through the

Facebook group, well, namely the Facebook group, but also someone asked on YouTube, and I thought

it was worth mentioning because it is something that most people probably don't think about.

What are their outs when they realize they no longer want to be with their current advisor?

So that's what this topic is all about today.

I hope you enjoy it.

So let us get into it.

First, why would someone break up or part ways with their financial advisor?

Could be for a lot of reasons.

And I'll get to this, but there's different types of financial advisors.

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