If you were kicking butt in your investments and savings, how would you interview potential financial advisors? In today’s episode, I share a story about a conversation I had with a prospective client that’s a cautionary tale to anybody interviewing financial advisors—especially if they’re having some success. This is a must-listen episode. EPISODE LINKSYou can … <p class="read-more"><a class="btn btn-default" href="https://your-telecom-retirement.blubrry.net/2022/10/14/how-to-not-be-an-easy-target-for-unscrupulous-advisors/"> Read More<span class="screen-reader-text">  Read More</span></a></p>

Your Successful Retirement

How to NOT Be an Easy Target for Unscrupulous Advisors

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. 
