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:
<ol>
<li>Why it is important to interview multiple financial advisors</li>
<li>What to look for in a financial advisor</li>
<li>Pre-work you can do before you meet the financial advisor</li>
<li>15 questions to ask to help you find the right financial advisor for you and your family</li>
</ol>
For a Trusted Advisor worksheet to use in your interview process go to <a href="http://www.rogerwhitney.com/worksheets/">rogerwhitney.com/worksheets</a>

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: Why it is important to interview multiple financial advisors What to look for in a financial advisor Pre-work you can do before you meet the financial advisor 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

How do you find the right financial advisor for you and your family?
In this special mid-week edition,&nbsp;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:
<ol>
<li>Why it is important to interview multiple financial advisors</li>
<li>What to look for in a financial advisor</li>
<li>Pre-work you can do before you meet the financial advisor</li>
<li>15 questions to ask to help you find the right financial advisor for you and your family</li>
</ol>
For a Trusted Advisor worksheet to use in your interview process go to&nbsp;<a href="http://www.rogerwhitney.com/worksheets/" rel="noopener noreferrer">rogerwhitney.com/worksheets</a>

15 Questions to Ask When Choosing a Financial Advisor

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement.  Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com

Business

Education

Self-Improvement

Investing

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com

Share 15 Questions to Ask When Choosing a Financial Advisor

Sign up to save your podcasts

15 Questions to Ask When Choosing a Financial Advisor

15 Questions to Ask When Choosing a Financial Advisor

More shows like Retirement Answer Man

The Stacking Benjamins Show

Jill on Money with Jill Schlesinger

Sound Retirement Radio

Your Money, Your Wealth

Retire Sooner with Wes Moss

Retirement Starts Today

The Retirement and IRA Show

Big Picture Retirement®

Stay Wealthy Retirement Podcast

The Long View

Ready For Retirement

The Rob Berger Show

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

MoneyWatch with Jill Schlesinger

Retirement Planning Education, with Andy Panko