10 Questions to Ask Your Financial Planner
Techie Personal Finance Bootcamp
English - June 22, 2020 04:00 - 22 minutes - 15.5 MB - ★★★★★ - 6 ratingsInvesting Business Technology personal finance money tech programmer coder coding investing inspiring career changer tech stories Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Should I Refinance My Mortgage
Next Episode: Building Your Tech Community with Danny Thompson
Most people work with their financial planners for the rest of their lives due to the unique relationship that is formed by trusting each other to tackle important life goals. With that in mind, it is important to make sure you have a planner that is going to be a good fit for you. The variation in choices and fits are as unique as the options of bread that you can choose at most supermarkets. To help you determine the right fit with a potential planner, here are the top ten questions to ask your financial planner.
Fee-Only Financial Planner
Video
How to Choose the Right Advisor
