Through The Pines Ep. 42 - Should You Change Your Financial Advisor?

9 considerations when changing financial advisors:

• Are you on track to accomplish your goals?
• How will your retirement accounts work together with Social Security, Pension, ESOP, etc.? 
• How much risk are you taking in your investments and what is your target rate of return? 
• Have you reviewed your beneficiaries, and have you worked with your advisor on your estate plan to establish a trust, Power of Attorney, Health Care Directive, pour over will, etc.?
• Will your advisor be able to see you through retirement or do they have succession plan in place to make sure you’re not looking for a new advisor in your 80’s.
• Have you reviewed your insurance needs to prepare for the “what ifs?”
• Do you know how your advisor gets paid?
• Does your advisor make it easy to understand financial concepts? 
• Do you regularly meet with your advisor?

 

Our Advisors for this episode is planwithbaxter.com

 

Forbes Best in State Wealth Management Teams For Utah - Baxter, Nelsen & Associates

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates

Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates

 

Financial Advisors: Baxter, Nelson & Associates

Contact: rex.m.baxter@ampf.com

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

 

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Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

 

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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

 

Through the Pines Podcast Copyright, The Banyan Collective - 2023