Five Steps to Finding a Financial Advisor You Can Trust: What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement

by Randy L. Thurman

Overview

You’ve worked hard and planned carefully so that one day you can retire comfortably.
That time has finally arrived. So why doesn’t it feel as carefree as you imagined? After building your retirement account, it’s time to take money out and use it for everyday expenses — and that requires an entirely new approach to financial planning. You have lots of questions.

This book is a step-by-step guide to the answers you need to let go of your concerns. The key is to enlist the help of a financial professional with the experience to understand your needs now that you’ve retired.

Learn which questions to ask and what answers to expect from an advisor with the specialized knowledge to help you enjoy the worry-free retirement you deserve, so can make your golden years the most meaningful and rewarding years of your life.

Product Details

ISBN-13:	9781642254396
Publisher:	Advantage Media Group, Inc.
Publication date:	07/18/2023
Sold by:	Barnes & Noble
Format:	eBook
Pages:	172
File size:	5 MB

About the Author

RANDY L. THURMAN, CFP®, CPA/PFS™, is CEO of Retirement Investment Advisors, Inc., a billion-dollar advisory firm. Since 1986, he has specialized in researching and applying investment strategies to help retirees achieve comfortable lifetime income. Randy is author of the bestselling The All Weather Retirement Portfolio and Retire with Confidence. He has taught college level investing, personal finance, and economics and is a sought-after speaker at conferences and workshops. His media appearances include Fox News network’s Fox on Money and other broadcast outlets. Randy and his firm have been recognized among America’s top financial advisors by more than forty national publications, including Worth, Bloomberg Wealth Manager, Financial Times, Financial Advisor Magazine, and Medical Economics.

Table of Contents

Introduction

PART I: Your Key to a Worry-Free Retirement
Now That You’re Retired, Do You Need a Financial Advisor?
The Three Essential Qualities of a Trustworthy Financial Advisor
The Retirement Investment Advisor—A True Specialist
Five Steps to Find a Financial Advisor You Can Trust

PART II: The Five-Step Process
Step One: Create a List of Candidates
Step Two: Refine Your List with a Phone Interview
Step Three: Meet the Top Candidates
Step Four: Review a Recommended Portfolio
Step Five: Hire Your Outstanding, Trustworthy Financial Advisor

A Final Word:
Balance

Appendix
Recommended Reading List

About the Author
Acknowledgments
Index