In this episode of “Right on the Money,” Dennis Mattern sits down with financial advisor Erik Bowman, the founder of Bowman Financial Strategies in Colorado. Together, they uncover the five crucial mistakes people often make when choosing a financial advisor.

Erik shares invaluable insights into the importance of selecting a fiduciary advisor with the right credentials. They delve into the pitfalls of rushing into a financial advisor relationship without considering compatibility and strategy fit. Understanding how advisors get paid becomes a key point of discussion, as it reveals their motivations.

But here’s the real gem: Erik guides you on how to vet a financial advisor. He mentions reputable resources like FINRA and the SEC where you can check an advisor’s background and track record.

Towards the end, they discuss the significance of a personalized approach to financial planning, emphasizing the goal of a “work-optional” retirement where you can enjoy life without financial worries.

Don’t miss this episode, packed with actionable advice that could transform your financial future. Tune in and secure your retirement with confidence!

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Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 17354577- 2023/09/19