How to Tell If Your Financial Advisor Is Actually Planning or Just Managing Your Money

August 7
12 mins

Episode Description

There's a simple test that separates a real financial planner from someone just collecting a fee to watch your portfolio. Mike lays it out, plus the one line that sums up his entire philosophy on retirement risk.

The following is from Mike’s weekly webinar.

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This is for educational purposes only and is not financial advice. 

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