Questions to Find the Right Advisor

In this episode, financial advisors Jim Martin and Casey Bibb of Martin Wealth Solutions delve into the importance of selecting the right financial advisor to help you plan your retirement. We break down the key questions to ask and the traits to look for in an advisor, emphasizing the importance of finding someone who is planning-focused, a fiduciary, and aligns well with your personal goals. We also highlight the significance of having a comprehensive, written financial plan that covers more than just investments. Alongside some light-hearted moments, including chicken jokes, the discussion aims to equip you with the tools and knowledge needed to make well-informed decisions about your financial future.

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00:00 Introduction: Do You Need a Financial Advisor?

01:33 Meet the Hosts

03:17 Choosing the Right Financial Advisor

04:25 The Importance of a Written Plan

06:53 Understanding Fiduciaries

09:41 Building a Relationship with Your Advisor

13:34 Essential Questions to Ask Your Advisor

13:59 Understanding Advisor Fees and Transparency

14:44 Building and Updating a Retirement Plan

15:40 Comprehensive Financial Planning

16:44 Advisor's Role in Market Downturns

18:05 Finding the Right Financial Advisor

22:37 Importance of Tax Strategy

24:40 How Many Advisors Should You Interview?

25:51 Conclusion and Final Thoughts

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