What should you look for when hiring a legal advisor? In this episode we discuss the first question you need to ask a potential legal advisor, what to watch out for, and the benefits of paying a flat fee versus an hourly rate.
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Does an 18-year old need a Power of Attorney? You bet!
We also discuss limitations for drawing Social Security benefits while working.
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Michael Kitces joins us to discuss the difference between Fiduciary and Suitability Standards and what is happening to the Department of Labor's Fiduciary Rule.
Is your Financial Advisor a salesperson or fiduciary looking out for your best interest?
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The second type of advisor every retiree needs in their corner is a Financial Advisor.
Not everyone needs a financial advisor. But those who are within 10 years of retirement, are too busy to do their own planning, or with complex financial situations can definitely benefit from having a financial advisor.
We discuss what to look for when selecting an advisor that matches your desired needs.
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