7: The Most Important Financial Planning Questions You Should Be Asking

Fierce Fiduciary Podcast

English - July 10, 2020 03:00 - 1 hour - 91.1 MB
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Previous Episode: 6: Getting Started: How to prioritize for faster, more effective results

Next Episode: 8: How to Get the Most From Working with an Attorney, Interview with Kevin Camden, Attorney at Law

Working on your own or with an advisory team...everyone needs to ask and answer these questions to succeed in meeting their financial goals. Are you on track? How can you improve? What about the questions beyond the typical "interview questions" for financial professionals? What about YOU? What should you learn? How much should you know? How can you evaluate a financial solution or strategy? How can you get the most our of a financial professional? What questions can help you both strategically and tactically as you navigate your financial journey? Dan and Brian go over some the most critical questions that they have identified after over 25 years of working with individuals on their financial plans.

0:00:00 Intro/Housekeeping
0:00:46 Why is this episode so important?
0:08:06 The Strategic Financial Planning Questions
1:09:55 The Tactical Questions for Evaluating Financial Strategies & Solutions
1:21:35 Deeper discussions and conclusions
1:37:42 To connect with us, ending gratitude

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