<p>In this episode, Shannon chats with Eric Roberge, founder of Beyond Your Hammock about questions clients should ask their advisors before and after starting a relationship with one. </p>

In this episode, Shannon chats with Eric Roberge, founder of Beyond Your Hammock about questions clients should ask their advisors before and after starting a relationship with one.

<p>In this episode, Shannon chats with Eric Roberge, founder of Beyond Your Hammock about questions clients should ask their advisors before and after starting a relationship with one.&nbsp;</p>

20 Questions to Ask Your Financial Advisor

This podcast presents various topics around money and careers in a fun and lighthearted setting. The host, Shannon McLay, is a successful entrepreneur, author, and personal finance expert with a passion for helping people get and stay financially fit. In each episode, Shannon will share a martini (or something similar) with friends and experts while discussing money and career topics.

Share 20 Questions to Ask Your Financial Advisor

Sign up to save your podcasts

20 Questions to Ask Your Financial Advisor

20 Questions to Ask Your Financial Advisor

More shows like Martinis and Your Money Podcast

Afford Anything

ChooseFI

Crime Junkie

BiggerPockets Money Podcast

Two Hot Takes

Money For Couples with Ramit Sethi

The Mel Robbins Podcast