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Is finding a financial advisor suitable for your unique financial circumstances leaving you overwhelmed?
Tune into this episode of The Simply Retirement Podcast with host Eric Blake and Wealth Manager Lyndsey Monahan as they discuss key considerations in hiring a financial advisor who has the skills and experience to provide effective advice based on your unique financial journey. With decades of experience, Eric and Lyndsey weave in personal stories and professional guidance to assist you in sidestepping common pitfalls when searching for the right financial advisor. This episode focuses on a financial advisor and their firm having a structured, client-focused approach to assist women in feeling confident about their financial future.
Key Highlights
- Finding the Right Financial Advisor: Eric and Lyndsey discuss essential qualifications and why understanding specific client needs is crucial
- Common Mistakes in Financial Planning: Discover frequent errors like improper account setups and lack of a will, and learn how to avoid them
- Blended Family Dynamics: Lyndsey shares insights into the unique financial complexities of blended families and strategies to manage them effectively
- Empowering Women: Understand the importance of approachable and inclusive advisors in engaging both partners in financial discussions
- Industry Challenges: A discussion on the lack of diversity in the financial advisory industry and its impact on female clients
- Important Questions to Ask: Key questions to ask potential advisors to ensure they are the right fit for your unique needs
- Advisor Roles: The necessity for advisors to collaborate with CPAs and estate planning attorneys for comprehensive financial planning
- And much more!
Watch or Listen!
Related: Navigating the Solo Aging Journey