In financial planning, no one knows everything. But specialized advisors provide a focus for your specific situation.
In this episode, Michael Labos is joined by Evon Mendrin, founder of Optometry Wealth Advisors and host of The Optometry Money Podcast. Together, they unpack the role of specialized financial advisors within the financial services industry as well as their value to you!
- The importance of preparation in financial and tax planning
- Why specialized financial advisors exist
- The power of niche advisors
- The importance of researching financial advisors before committing