# FAQs You NEED to Know Before Hiring a Financial Planning Team

Page: https://stenobird.com/podcast/joe-knows-retirement-6734714/faqs-you-need-to-know-before-hiring-a-financial-planning-team
Text version: https://stenobird.com/podcast/joe-knows-retirement-6734714/faqs-you-need-to-know-before-hiring-a-financial-planning-team.md
Podcast: [Joe Knows Retirement](https://stenobird.com/podcast/joe-knows-retirement-6734714)
Published: 2026-05-02T15:15:00+00:00
Episode link: https://bec166f9-31e6-4dd1-b620-713dfb576ef5.libsyn.com/faqs-you-need-to-know-before-hiring-a-financial-planning-team
Audio file: https://traffic.libsyn.com/secure/bec166f9-31e6-4dd1-b620-713dfb576ef5/podcast_FAQ.mp3?dest-id=4148214
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Duration seconds: 1398

## Resource

If you've worked 30 to 40 years, built a pension, and saved $1M+, you're in a rare position, but also a risky one if you choose the wrong advisor. In this video, Joe breaks down the most important questions you MUST ask before trusting a financial advisor. These are the exact questions high-net-worth retirees and Midwestern Millionaires use to avoid costly mistakes. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "Peak Retirement Planning": https://keap.page/bsd964/5-pillars-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/hire-a-financial-planning-firm-questions-to-ask 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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## Transcript

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