Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

Mastering Financial Advice Like a Pro

14 Dec 2024 · 0 min

Watch on YouTube

0:20

A short YouTube presentation by Craig Wear, CFP® aimed at helping viewers make better choices when dealing with custodians or financial advisors. In the excerpt he recognizes many viewers already understand basics, and for others he intends to "arm" them with specific information to use when calling a custodian or advisor — practical, conversational guidance to make interactions more effective.

Which one should I go with? So it sounds like a lot of you guys already understand what you're doing, and so you got that part taken care of, so good for you. But for those that didn't, I want to just arm you with some information, as you call your custodian or your financial advisor to know what you're doing a little bit. All right? It takes a little bit of kind of noodling on it to make it work, but it works out fine.