Episode #2: Details vs. Relationships

Episode #2: Details vs. Relationships

The Smart Take:

Unfortunately, many financial advisors fall into one camp or another. They’re either a great relationship person or they’re extremely focused on planning details. Kevin will tell us about a couple who called him recently after experiencing one of those scenarios and how it cost them a lot of money. Listen to this episode of “Retire Smarter” to find out why you should work with an advisor who respects the unique details of your situation, while also developing a strong working relationship with you. Only having both will lead to clarity and confidence in your decision making about your financial future.

Subscribe To The “Retire Smarter” Podcast:

Click the below links to subscribe to the podcast with your favorite service. If you don’t see your podcast listed with your favorite service then let us know and we’ll add it!

The Host:

Kevin Kroskey – AboutContact