In this first of a 10-part CD series produced for the PBS Show, “Financial Fitness After 50” (2012), Paul discusses how to identify an advisor who will provide all the services you need to ensure you maximize the advantage of working with a professional. He’ll also show you how to tell if the advisor is working in your best interest or in his /her own.
Among the many choices investors must make, the most important is who to turn to for trustworthy information, advice and help.
This podcast, adapted from a chapter in my book, “Financial Fitness Forever,” is the first in a series of articles to address the four most-important choices every investor faces.
The subsequent will address how to diversify, how to control risk, and whether or not to try to beat the market.
Investors who get right even one of these four choices will have a leg-up on the competition. Nail all four of them (it’s not really very hard), and you’ll be among the most successful investors of your generation.
I’ll finish the series with a fifth podcast on how to reduce your stress level while ensuring that all these things get done properly.