The #1 Mistake People Make When They Use A Financial Advisor. Retirement Planning

What's The #1 Mistake People Make When They Use A Financial Advisor.
-Dave Zoller, CFP®

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Today we're talking about the #1 mistake people make when they use a financial advisor. If you know this ahead of time you'll know what to look out for when talking to advisors. you'll know how to get the maximum benefit when working with advisors and you'll know whether you found the right advisor. Or if you're evaluating whether you want to work with one,
this can help you get more clear on the value they can provide you.
and if If the cost is worth it. And if you're looking for an advisor now, this will help you find the ideal fit for you. Very quickly if I haven't met you yet, I'm Dave Zoller, I run streamline financial with my business partner Tim and our team. If you're thinking about retirement, I put some free resources below for you and if you end up enjoying this video, please click the like button so that I know these are the kinds of videos you'd like to see more of. So recently I talked to a 60-year-old couple. It was the first time we ever met. They watched a few of these videos on this channel and they were thinking about retirement so they reached out. We were having a 30-minute call to discuss what's on their mind, and it was a great discussion. Really, most of the time, in the first call alone, people get more clarity on the next steps they need to take to improve their financial life. But at the end of the call, I asked them, How are they feeling?

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#retirement #howmuchtoretire #retirementplanning

MUSIC:
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Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.

[joekuhnlovesretirement]

I’m retired. It’s easy not to be emotional when working. Emotion is a big deal; a plan will reduce significantly. A bear market is not the time to stress test.

[jackieyi]

Hi..
Thanks for your video...
What do you charge for fees?

[toddhallam]

Excellent video! I am 4 years from my target retirement date. I like that you are fee based. I am a stock market junkie. Like having control. I don't have a financial planner yet. Just may be reaching out to you.

[VGLounge]

Would you recommend a financial advisor for smaller savings? I have sub $3k and am curious if advisors could help that grow

[paulnodalo]

I transferred my pension from a defined benefit pension to a drawdown pension with the pru January this year.It was £760k transfer.
I am losing 12% of that pot so far due to the markets heading south.Has anyone else lost £100k+ this year after transferring.
My FA says all pensions have lost money this year and I should hold for the long term.What do you all think?

[robinrm]

Question regarding not withholding enough taxes on payroll, etc. Is the IRS now charging a fee/penalty to people who pay an amount they owe in full at the end of the year? Thanks!

[MrMojo]

Man, people are worried when they have millions saved? Crazy

[cato]

I do know everything about my money. I’ve structured a detailed withdrawal plan for the next 25 years. I just think I want to talk to an advisor to validate my plan. Does that make sense?

[phsx]

Should I stop using advisor after all Investments are allocated and long term