5 Worst Money Moves to Avoid Before Retirement
Apr 23, 2026 - 22:39
Radio and PodcastLive Radio & PodcastsLoading page
Opening Radio and Podcast...
Radio and PodcastLive Radio & PodcastsRadio and PodcastLive Radio & PodcastsOpening Radio and Podcast...
Radio and PodcastLive Radio & PodcastsFetching podcast shows and categories...
Radio and PodcastLive Radio & PodcastsFetching podcast episodes...
Radio and PodcastLive Radio & PodcastsFetching episode details...
Most people walk into their first meeting with a financial advisor expecting a presentation—charts, investments, maybe even a pitch. But a real discovery meeting shouldn’t feel like that at all. In this episode, we break...
What a First Meeting with a Financial Advisor Should Look Like is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®. Most people walk into their first meeting with a financial advisor expecting a presentation—c...
This episode belongs to Retire Smarter.
Use the player on this page to stream the episode online.
Published Apr 30, 2026, 19:43 long, audio available.
Apr 23, 2026 - 22:39
Apr 16, 2026 - 22:46
Apr 9, 2026 - 22:29
You can listen to What a First Meeting with a Financial Advisor Should Look Like online on Radio and Podcast. Open the player on this page to stream the available audio.
What a First Meeting with a Financial Advisor Should Look Like is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®.
This episode is 19:43 long.
This episode was published on Apr 30, 2026.
Apr 2, 2026 - 18:56
Mar 26, 2026 - 19:41
Mar 19, 2026 - 20:22
Mar 12, 2026 - 18:43
Mar 5, 2026 - 20:56