Conversations with a CFP, Vol. 14- Tips for Choosing the Right Financial Advisor

Financially Intentional

English - May 25, 2020 10:00 - 17 minutes - 12.2 MB - ★★★★★ - 94 ratings
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Previous Episode: This Nurse is Creating Generational Wealth Through Insurance - Ep. 46

Next Episode: This Future Nurse Traveled solo to 14 countries - Ep.47

In this episode, we are addressing what to look for and expect when deciding to work with a financial planner. We cover:

Fiduciary and what that means.Delegating vs Abdigating money management responsibilityKnow about the company/firm they work forGetting to know the individual you will be working with by asking questionsIf your goal is to achieve FIRE, make sure they understand FIRE and know how to help you reach your goals

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