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

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 CFP, CPA/PFS
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

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 CFP, CPA/PFS

Hardcover

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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: 9781642253214
Publisher: Advantage Media Group, Inc.
Publication date: 07/18/2023
Pages: 172
Sales rank: 761,464
Product dimensions: 5.90(w) x 9.10(h) x 0.90(d)

About the Author

RANDY L. THURMAN, CFP®, CPA/PFS, is CEO of Retirement Investment Advisors, Inc. He has been researching and applying investment strategies since 1986, specializing in helping those who have retired (or are about to retire) have a comfortable income for life. He has taught investing, personal finance, and economics at the college level and is a speaker at conferences, workshops, and on broadcast media, with appearances on Fox News network’s Fox on Money and as the former host of the weekly radio program Money Talks.

Together, Randy and his firm have been cited as among the best in the United States more than thirty-eight times in national publications, including Worth, Bloomberg Wealth Manager, Financial Times, Financial Advisor Magazine, Medical Economics, Expertise.com, and Advisory HQ.

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

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