Ep 42: Questions People Ask Financial Advisors
How Money Works
English - December 02, 2021 10:00 - 10 minutes - 14.7 MBInvesting Business News Business News cfp northcarolina retire winstonsalem finance financial financialplan greensboro maestrowealthadvisors money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 41: Watch Out for These Financial Half-Truths
Next Episode: Ep 43: How Do You Know?
Before meeting with an advisor for the first time, people often Google “questions to ask a financial advisor” and come in with a list of questions that they find. Are these good questions? Is there anything different you should ask? And what answers should you look for?
Read more and get additional financial resources here: https://maestrowealth.com/2021/12/02/ep-42-questions-people-ask-financial-advisors/
What we discuss on this episode:
0:42 – Are you a fiduciary?
2:00 – How much are your fees?
4:13 – What is your investment philosophy?
8:51 – What will our relationship be?