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Podcast: Retirement Key Radio
Episode:

7 Things to Look for in a Financial Advisor

Category: Business
Duration: 00:12:23
Publish Date: 2025-03-04 09:00:00
Description:

Certified Financial Planner Joshua Barbin discusses the essential factors to consider when choosing a financial advisor. He emphasizes the importance of personal fit, transparency in fees, investment philosophy, and the advisor's qualifications. Joshua also highlights the significance of building a trusting relationship with the advisor and ensuring compliance and a clean record.

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