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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 LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for Verizon.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

We all came from somewhere. And in the hundreds of conversations I have with people about their finances every year, it’s incredible how many are “trapped” in a prison of their own making. In this episode, we dig into the root cause of this self-imposed prison, and how you can break free to enjoy the financial and personal life you never thought possible.

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for Verizon.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/