Cut The Crap Retirement Show

How to Pick the Right Financial Advisor

December 3, 2020

Picking a financial advisor is one of the most important things you’ll do for your retirement, but how do you know if you’re making the right choice? Today we’ll lay out the expectations you should have for this relationship, what to look for when interviewing people, and why it can have a big impact on your financial future. Plus, we’ll tell you about the top 15 cities for retirement.


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What we discuss on this show:

4:17 – Top 15 retirement locations

6:00 – Are many of your clients looking to move in retirement?

6:41 – Tax considerations for moving

8:15 – Picking the right advisor. Let’s start with expectations.

12:29 – Warning signs

15:07 – Can your advisor become a bad fit over time?

17:07 – What can go wrong if you stick with the wrong advisor?

19:02 – Should you interview multiple people?

22:18 – How to determine if someone is a good fit for you?

25:41 – How to get in touch with Chris