“I’d like to work with a financial advisor, but I just don’t have enough money.”

 

Sound familiar? It’s a common objection when it comes to that all-important decision to get help in managing your money. But to this, Stephanie and Kevin have only this to say:

 

“But you have questions. Therefore, you need answers.”

 

Remember, there are no one-size-fits-all strategies when it comes to money advice. The most important first step is to figure out what you’re hoping an advisor can do for you.

 

Listen in as Stephanie and Kevin share the three questions you must answer if you’re considering hiring a financial advisor, the real value of having the right advisor, and what to do if your current advisor is unable to offer you the relevant information you need in your present circumstances.

 

Key Topics:

• The three questions to ask if you’re thinking of hiring a financial advisor (2:40)
• “What are you hoping an advisor could do for you?” (5:10)
• “I don’t help people save money. I help people spend money.” (7:02)
• Why you should ask your potential advisor how they get paid (9:28)
• A financial advisor helps you ask smarter questions (11:25)
• The value of an advisor (14:26)
• The right approach to investing (17:30)
• Is it time to let your current advisor go? (23:20)

 

If you like what you’ve been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. [email protected] 

 

You can find the transcript and more information about this episode at www.takebackretirement.com.

 

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