How to Find the Best Financial Advisor So You Can Retire In Style

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Looking to retire early, be financially independent or free? Having the best financial advisor can make a huge difference! Learn what questions to ask and red flags to look out for to find the right financial planner for you!

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Financial Freedom and Finding the Right Advisor

While you don’t need a finance degree to come up with your plan, having a professional in your corner can be a big boost. They can guide you with options that align with your financial situation and values. However, with so many experts out there, it can be difficult to find not only a good one but the right one for you.

Today Jason Silverberg, certified financial planner and author of The Financial Planning Puzzle, is here to offer his expertise. Ien this episode we get into:

  • why the first step of your plan isn’t looking at the numbers
  • how to find a financial planner that you can trust (and a question you can ask to test them out)
  • how to deal with bumps in life

Hope you enjoy!

Working Towards Financial Independence

If you’re looking to get ahead with your finances as a family, here are more resources to check out!

Thank You to Our Partners

Support for this podcast comes from partners like Personal Capital. Easy to set up & easy to use. You can have all your investments, income, and expenses all pulled into one place.

Did I mention it’s free? Why don’t you give Personal Capital a try today?

Music Credit

Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere  and Logan from Music for Makers in this episode.

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