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.
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.
Be sure to stay tuned for the end of the episode, where Frank shares one thing that makes his day better. For this week’s listener question, Jenny asks for advice on whether to prioritize saving more for retirement or use her recent raise to pay extra on her mortgage.
Here’s some of what we discuss in this episode:
0:00 – Intro
3:11 – How do you get paid?
4:31 – Typical client
6:33 – Investment philosophy
9:16 – Strengths and specialties
11:01 – Communication style
13:18 – Educational resources
14:29 – Emergency procedures
16:11 – Who will I work with?
19:53 – Getting to know Frank
23:48 – Listener question
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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