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The Process of Choosing a New Advisor for Retirement
Manage episode 431415861 series 3561337
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When considering switching financial advisors, some common reasons include retirement, high fees, underperforming portfolios, and the desire for comprehensive guidance. Mike Riedmiller explains that it is important to objectively evaluate the need for a change and consider the advisor's experience and alignment with your goals.
To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com
Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement planning, personal finance, taxes, estate planning, and wealth management. Listen as Mike Riedmiller talks about his passion for financial planning, helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
See omnystudio.com/listener for privacy information.
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