Preparing for your first meeting with a financial planner
In todays episode, certified financial planner Paul Benson from Guidance Financial Services reveals his ultimate checklist - what he wants every client to think about before attending their meeting with a financial planner. We discuss how to prepare for your meeting, what questions you need to ask yourself first AND what you should be asking your planner. Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net You can find the podcast: @Primetimepod on Instagram @Primetime_podcast on Facebook Sign up for the Primetimers Newsletter at www.primetimers.net - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates. Or follow and learn more about Bec Wilson @becwilsonepic on Facebook @epicretirement on Instagram Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here Nearing retirement? Join the Retirement Dreaming: Epic Retirement Facebook Group Sign up for the Epic Retirement weekly newsletter at epicretirement.net Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here Visit Bec’s website at epicretirement.com.au to learn more about her work.See omnystudio.com/listener for privacy information.