Five Steps to Finding a Financial Advisor You Can Trust

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What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement

by Randy L. Thurman CFP® CPA/PFS, Randy L. Thurman

Publisher
Advantage Media Group
Publication
Jul 18, 2023
Format
Hardback
Illustrated
No
Price
$27.99
ISBN
978-1642253214
ASIN
1642253219
Pages
172
Age
Adult 18+
Category
Business & EconomicsGeneral NonfictionHouse & Home

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🌍 World Wide Rights Available

Description

You’ve worked hard and planned carefully so that one day you can retire comfortably. That time has finally arrived. So why doesn’t it feel as carefree as you imagined? After building your retirement account, it’s time to take money out and use it for everyday expenses — and that requires an entirely new approach to financial planning. You have lots of questions. This book is a step-by-step guide to the answers you need to let go of your concerns. The key is to enlist the help of a financial professional with the experience to understand your needs now that you’ve retired. Learn which questions to ask and what answers to expect from an advisor with the specialized knowledge to help you enjoy the worry-free retirement you deserve, so can make your golden years the most meaningful and rewarding years of your life.

Author(s)

Randy L. Thurman CFP® CPA/PFS

Randy L. Thurman CFP® CPA/PFS

RANDY L. THURMAN, CFP, CPA/PFS, is CEO of Retirement Investment Advisors, Inc. He has been researching and applying investment strategies since 1986, specializing in helping those who have retired (or are about to retire) have a comfortable income for life. He has taught investing, personal finance, and economics at the college level and is a speaker at conferences, workshops, and on broadcast media, with appearances on Fox News networks Fox on Money and as the former host of the weekly radio program Money Talks. Together, Randy and his firm have been cited as among the best in the United States more than thirty-eight times in national publications, including Worth, Bloomberg Wealth Manager, Financial Times, Financial Advisor Magazine, Medical Economics, Expertise.com, and Advisory HQ.

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