If Your Advisor Says THIS… They Don't Work With High-Net-Worth Investors (10 Red Flags)
About this episode
Joe discusses red flags that indicate a financial advisor may not be equipped to handle high-net-worth clients.
If your financial advisor is telling you certain things… it might be a HUGE red flag. In today's episode, Joe breaks down the exact phrases and strategies that expose advisors who don't actually work with high-net-worth clients. Because here's the truth: Most advisors focus on investment management and sales… NOT comprehensive retirement planning. And if you have a pension and $1M+ saved, that can cost you hundreds of thousands in taxes, missed strategies, and poor planning decisions. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/personal-finance/is-your-financial-adviser-doing-a-good-job-for-you 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
More episodes of Joe Knows Retirement
- Bad Retirement Advice I've Seen (Real Client Story)
- Why Your Future Net Worth Is MUCH Bigger Than You Think
- Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees)
- Widows, Be Aware of This BEFORE It's Too Late
- Stop Saving… Start Spending? The 4 Things You MUST Do With Your Money in Retirement
- If Your Advisor Isn't Doing THIS… You're Overpaying
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