
Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It.
What to Do When Your Financial Adviser Retires. 8 Questions to Ask Your New Advisor
What happens when the financial advisor you’ve trusted for years retires and someone new suddenly takes over your accounts?In this episode, Brian walks through eight important questions to ask before deciding whether a new financial advisor is the right fit for your retirement. From fiduciary responsibility and total fees to tax planning, meeting expectations, market strategy, and your ability to leave the relationship, these questions can help you understand exactly who is managing your money and how they plan to protect it.If your advisor is retiring, your firm has assigned you someone new, or you’re simply considering a change, this episode will help you evaluate the relationship before making a long-term commitment. Full show notes: https://www.bonfirefinancial.com /new-financial-advisor To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com Disclosure: https://www.bonfirefinancial.com/disclosure






