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Ep #101: Going Beyond 'Financial Advisor Near Me' to Find the Right Fit
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Innehåll tillhandahållet av Joseph Curry and CFP Professional. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Joseph Curry and CFP Professional eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
This episode explores the nuances of selecting an advisor beyond proximity, emphasizing the importance of virtual collaboration, comprehensive planning, and evidence-based investment philosophies. Joe also highlights the value of specialized advice, the pitfalls of advisor diversification, and the necessity of transparent, ongoing communication with your financial team. Whether you're nearing retirement or planning your financial future, this episode has insights to guide you toward financial security.
Read the full show notes and find more information here: Ep 101 Show Notes
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