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10 Smart Questions Millennials Should Ask Their Financial Advisor
Do you really need a financial advisor?
If you’re a millennial juggling student loans, career growth, saving for a home—or just trying to figure out if you're on track—this episode is for you.
In this episode of Millennial Money Moves, we dive into 10 powerful questions every millennial should be asking their financial advisor to take control of their money, reduce taxes, and build long-term wealth.
Top 10 Questions:1. How do I balance paying off debt with saving and investing?
2. Am I on track for retirement, and what should I be doing now?
3. Should I contribute to a Roth or traditional account?
4. What should I do if I want to buy a home in the next few years?
5. How can I reduce my taxes now and in the future?
6. What investment strategy fits my goals and risk tolerance?
7. Am I properly insured?
8. How can I build wealth outside my 401(k)?
9. What financial habits should I focus on now?
10. How will my financial plan adjust as life changes?
Whether you're working with an advisor now or just thinking about it, these questions will help you get more value, more clarity, and more confidence in your financial future.
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By Sean Babin, CFP® and Blake Bandani, QKADo you really need a financial advisor?
If you’re a millennial juggling student loans, career growth, saving for a home—or just trying to figure out if you're on track—this episode is for you.
In this episode of Millennial Money Moves, we dive into 10 powerful questions every millennial should be asking their financial advisor to take control of their money, reduce taxes, and build long-term wealth.
Top 10 Questions:1. How do I balance paying off debt with saving and investing?
2. Am I on track for retirement, and what should I be doing now?
3. Should I contribute to a Roth or traditional account?
4. What should I do if I want to buy a home in the next few years?
5. How can I reduce my taxes now and in the future?
6. What investment strategy fits my goals and risk tolerance?
7. Am I properly insured?
8. How can I build wealth outside my 401(k)?
9. What financial habits should I focus on now?
10. How will my financial plan adjust as life changes?
Whether you're working with an advisor now or just thinking about it, these questions will help you get more value, more clarity, and more confidence in your financial future.