Vetting financial advisors by evaluating their credentials, fees, and alignment with your goals helps you make an informed choice and find the right professional for your financial needs. In this episode, we discuss how to evaluate your financial advisor effectively, offering tips on asking the right questions to ensure your advisor is meeting expectations. Learn how to verify if your portfolio's performance aligns with market averages, understand the importance of minimizing expenses, and grasp the balance between stocks and bonds. Tune in now to maximize your financial advisor's effectiveness and ensure your investments are in good hands.

[00:07:57] Understanding Cash Balance Plans
[00:20:24] Tips for Working with a Financial Advisor to Reach Your Financial Goals
[00:23:06] Choosing the Right Financial Advisor: Fee-Only vs. Fee-Based
[00:24:39] Key Questions to Ask Your Financial Advisor Before You Hire Them
[00:27:28] How to Understand Investment Performance and Compare It to the Market
[00:29:07] Why Regular Financial Check-Ins Are Essential for Long-Term Success

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🎉This episode is sponsored by PKA Insurance Group, Inc. - Helping you find the best value with personalized insurance solutions. Reach out to PKA Insurance Group to discuss your disability or life insurance needs by calling +1 800-258-1018 or emailing info@pkainsurance.com.

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