On this episode of Roadmap to Retirement, I am joined by Paul Kingsman, a seasoned financial advisor and Olympic medalists, to discuss how to select the right financial advisor and the nuances of financial planning.
In a world filled with constant market updates and sensational headlines, it’s easy for individuals to get distracted and make poor financial decisions based on panic and misinformation. It’s vital to focus on long-term goals and block out the noise.
Brief overview:
- Paul’s journey and introduction
- Importance of finding / selecting the right advisor
- Experience vs. Expertise
- Compensation transparency
- Robo advisor and the role of AI
- Emphasizing human touch
- Overcoming bombardment y financial noise
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