Tag Archives: Budget Planning

Feature Image

38. Advisor Credentials & Why Retirement Budgets Fail

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: