Скачать или смотреть Six Point Checklist: Hiring a Financial Advisor for Retirement

Planning for retirement? Finding the right financial advisor is crucial for ensuring your golden years are everything you’ve dreamed of. In this episode of Retire Ready, Kyle Hammerschmidt walks you through a 6-point checklist to help you make an informed choice.

📌 Timestamps:
0:00 - Introduction: Why choosing the right advisor matters
1:14 - What is a fee-only financial advisor?
2:50 - The importance of independence in financial advising
4:34 - Fiduciary duty: What it is and why it’s essential
6:48 - Tax-focused planning: Avoid leaving money on the table
8:30 - Custom advice: Why one size doesn’t fit all
10:14 - Advisor age & specialization: Matching timelines and expertise
12:05 - Recap: The six-point checklist

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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.