The Game Plan
Financial red flags won’t be the same for everyone. It depends a lot on what kind of person you are and how involved you want to be.
But for most of us, we only need to know the simple facts. We want to know that we will have enough money to maintain our lifestyles after retirement.
Advisors should be there as your confidant and should ensure you are comfortable with your financial plan. Make sure to listen to the full episode to learn about 5 big red flags and how Dale would solve them.
Listen to the full episode or click on the timestamps below to skip around to specific topics.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[2:00] – Can you name all your investments?
[4:49] – How often do you meet with your financial advisor?
[7:56] – Can you handle account balances moving?
[9:51] – How much do you need to maintain your lifestyle?
[12:05] – Can you describe your retirement plan?