On this episode of “The Retirement Income Hour,” Mark Falter examines the essential steps for selecting a financial advisor and highlights eight key criteria to consider. From understanding fiduciary standards to determining goals like income generation or growth, Mark explains how to simplify the process of finding the right advisor. He introduces tools such as the strategy circle and impact filter to clarify priorities and set expectations, helping retirees and pre-retirees better evaluate their options. Gain insights into regulatory checks and tips for identifying credible advisors for your financial planning needs.
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