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Retire As You Desire
Bill Bloom
120 episodes
2 days ago
Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for you and your family. There is one life to live--so take the helm, plan ahead, ask questions, and tune in with Bill on the Retire As You Desire Podcast! For a list of important disclosures, please visit my website at bloomfinancialco.com. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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All content for Retire As You Desire is the property of Bill Bloom and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for you and your family. There is one life to live--so take the helm, plan ahead, ask questions, and tune in with Bill on the Retire As You Desire Podcast! For a list of important disclosures, please visit my website at bloomfinancialco.com. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
Show more...
Investing
Business
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Three Questions for Your Financial Advisor
Retire As You Desire
4 minutes 38 seconds
1 year ago
Three Questions for Your Financial Advisor

Welcome to the Retire As You Desire podcast, where we empower you to take control of your financial future. In this episode, we're diving into three crucial questions you should be asking your financial advisor. But first, don't forget to subscribe to our YouTube channel for valuable educational content!

Question number one: What's your financial advisor's net worth? It's not about comparing, but understanding if they're managing their own finances effectively. After all, if they can't handle their own money, how can they manage yours?

Question number two: Where do they invest their own money? Transparency is key here. You want to align your investments with your advisor's approach and ensure they're walking the talk.

Finally, question number three: Which products do they avoid, and why? A true fiduciary considers all options to best serve your needs. Beware of advisors who limit themselves to certain products without considering the full spectrum.

Join us as we navigate the world of finance together, providing valuable insights to help you retire as you desire. Don't forget to share this episode with your friends and family to spread financial literacy and empowerment. Remember, we're here to help you achieve your financial goals!

Retire As You Desire
Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for you and your family. There is one life to live--so take the helm, plan ahead, ask questions, and tune in with Bill on the Retire As You Desire Podcast! For a list of important disclosures, please visit my website at bloomfinancialco.com. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.