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.
- 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:
- LinkedIn: J Barry Watts
- LinkedIn: SavingYouTaxes