How To Keep Smiling After Age 60 [episode 10]

Author, humorist and motivational speaker Judy Schreur explains the secrets to remaining happy after age 60.

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ElderTalk with TuckerAllen

ElderTalk podcast offers smart strategies for seniors and an open forum for older adults with important questions about their future.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Travis Freeman, Certified Financial Planner for the Moneta Group, to discuss how to research and do your homework when selecting a financial planner.

Mr. Freeman explains the qualifications consumers should look for when choosing a financial planner, the resources available to consumers when checking a financial advisor’s background, how a consumer can determine if they have a sound financial plan, his process for creating financial plans for clients, and more.

For more information about the Moneta Group, visit: https://monetagroup .com/ To get in touch with an estate planning or elder law attorney at TuckerAllen, check out https://tuckerallen.com/

The post Doing Your Homework When Choosing a Financial Planner [Episode 203] appeared first on Joseph E. Cordell.