Choosing a financial advisor is a significant decision that can shape your financial future.  In this episode, Dennis O’Keefe shares his insights on the criteria and designations to consider, how technology has evolved the nature of the client-advisor relationship, and what it means to be a fiduciary advisor. He emphasizes the importance of trust, and … <p class="read-more"><a class="btn btn-default" href="https://your-telecom-retirement.blubrry.net/2024/05/09/how-to-pick-your-financial-advisor/"> Read More<span class="screen-reader-text">  Read More</span></a></p>

Your Successful Retirement

How To Pick Your Financial Advisor

Discover the secrets to a successful retirement with Dennis O'Keefe, a seasoned CERTIFIED FINANCIAL PLANNER™ with over 30 years of expertise. Whether you've been retired for years, are on the verge of retirement, or are wondering how to plan for your "some-day" retirement  -  this podcast is your go-to guide. Gain exclusive strategies tailored to optimizing your retirement benefits, hear real-life stories from retirees, and absorb invaluable wisdom from our guest leaders. 
