Retirement Answer Man

15 Questions to Ask When Choosing a Financial Advisor


Listen Later

How do you find the right financial advisor for you and your family?

In this special mid-week edition, host Roger Whitney gives you a framework for how to interview a financial advisor candidate and 15 questions you should ask to help choose the right financial advisor for you.

In this episode he covers:

  1. Why it is important to interview multiple financial advisors
  2. What to look for in a financial advisor
  3. Pre-work you can do before you meet the financial advisor
  4. 15 questions to ask to help you find the right financial advisor for you and your family

For a Trusted Advisor worksheet to use in your interview process go to rogerwhitney.com/worksheets

...more
View all episodesView all episodes
Download on the App Store

Retirement Answer ManBy Roger Whitney, CFP®, CIMA®, RMA, CPWA®

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

1,192 ratings


More shows like Retirement Answer Man

View all
The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,992 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,953 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

443 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

807 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

460 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

535 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

753 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

548 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

The Long View by Morningstar

The Long View

922 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

822 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

203 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

582 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

428 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,059 Listeners