Do You Need A New Advisor?

About this episode

Mindy and Nolan discuss signs that indicate it may be time to find a new financial advisor as retirement approaches.

Mindy and Nolan revisit some of the signs to look for to see if a new financial advisor might be needed when you are getting close to retirement. The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

People in this episode

Hosts: Mindy McIntosh, Nolan McIntosh

Topics covered

• financial advisor
• retirement planning
• financial advice
• investment strategies
• signs for new advisor

Keywords

• financial advisor
• retirement
• investment
• financial planning
• advisor signs

Mentioned in this episode

Organizations: McIntosh and Associates, AE Wealth Management, LLC

Places: Freeland, Michigan

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