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Show Notes
Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship.
It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:21 – “How do you get paid?”
7:35 – Typical client
9:29 – Investment philosophy
11:03 – “Do you have a specialty?”
14:41 – Communication style
17:57 – Educational resources
19:45 – Firm size
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Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts