# If Your Advisor Says THIS… They Don't Work With High-Net-Worth Investors (10 Red Flags)

Page: https://stenobird.com/podcast/joe-knows-retirement-6734714/if-your-advisor-says-this-they-don-t-work-with-high-net-worth-investors-10-red-flags
Text version: https://stenobird.com/podcast/joe-knows-retirement-6734714/if-your-advisor-says-this-they-don-t-work-with-high-net-worth-investors-10-red-flags.md
Podcast: [Joe Knows Retirement](https://stenobird.com/podcast/joe-knows-retirement-6734714)
Published: 2026-04-09T21:15:00+00:00
Episode link: https://bec166f9-31e6-4dd1-b620-713dfb576ef5.libsyn.com/if-your-advisor-says-this-they-dont-work-with-high-net-worth-investors-10-red-flags
Audio file: https://traffic.libsyn.com/secure/bec166f9-31e6-4dd1-b620-713dfb576ef5/podcast_Advisor_Say_This_Dont_Work_With_Them.mp3?dest-id=4148214
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Duration seconds: 1228

## Resource

If your financial advisor is telling you certain things… it might be a HUGE red flag. In today's episode, Joe breaks down the exact phrases and strategies that expose advisors who don't actually work with high-net-worth clients. Because here's the truth: Most advisors focus on investment management and sales… NOT comprehensive retirement planning. And if you have a pension and $1M+ saved, that can cost you hundreds of thousands in taxes, missed strategies, and poor planning decisions. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/personal-finance/is-your-financial-adviser-doing-a-good-job-for-you 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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## Transcript

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