Retirement insights from Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ. Learn about important financial topics and retirement planning tips each week on the show. If you want to be better prepared for retirement and your financial future, this is the show for you.
Episodes
Thursday Aug 10, 2023
Thursday Aug 10, 2023
Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals.
Make sure you check out our free download that was mentioned on the show, 10 Mistakes to Avoid When Hiring an Advisor: https://cardinalwg.com/resources/downloadable-materials
Here are some of the highlights you’ll want to listen for:
- How much communication should you expect from your advisor?
- Why we want to understand the individual and work backwards to identify the best products and investments.
- There’s a time and place for an advisor to lead the conversation but listening needs to be one of their strong suits.
- You shouldn’t have to pay a single dollar before you fully understand what an advisor is going to do for you.
Visit us online: https://cardinalwg.com/
Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment
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