38. Advisor Credentials & Why Retirement Budgets Fail

The Truth About Taxes and Retirement

תוכן מסופק על ידי J. Barry Watts. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי J. Barry Watts או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

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What kind of credentials does your financial advisor have? If you are working with an advisor with a credential of some type, what might cause your retirement plan to fail anyway? In this episode, J Barry Watts dives into the various credentials a financial advisor can carry, and shares the difference between many of those credentials. Barry details a little about the history of advisor credentials before examining why retirement budgets fail, and why trusting someone with certain credentials is not always the best idea. Barry discusses: The history of credentials in the financial industry Who can call themselves a financial advisor, and why you shouldn’t trust someone just because of their credentials His advice on what to ask your advisor Why retirement budgets fail And more Connect With Barry Watts: office@savingyoutaxes.com 800-278-1755 SavingYouTaxes.com LinkedIn: J Barry Watts LinkedIn: SavingYouTaxes

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