Wealth Inside and Out Podcast

4 Questions to Ask Your Financial Planner


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The right financial planner can be a game-changer in your plan to create a secure financial future you love.

One of the best places to start is by finding someone who has the necessary qualifications and the right personality to guide you through the process.

In today's podcast, "4 Questions to Ask a Financial Planner," I share some ideas to help you find the right advisor.

In this episode, you will learn:

>> (2:14) The cost of staying quiet

>> (5:31) A key question to ask an advisor early

>> (7:05) Red flags to watch for

>> (11:12) Common pitfalls to avoid when discussing compensation

>> (14:20) What a good advisor will talk about with you

>> (15:15) Bonus questions to ask

Asking the right question is one of the most important skills you can develop. And when it comes to finding the right advisor, it is critical.

Today, you will learn some initial questions to start with, followed by additional ones tailored to your specific situation.

Enjoy the episode.

Links Referenced in the Show:

The Financial Freedom Formula Guide: https://themillionaireinsider.com/ffg

Request Support from our Team: https://themillionaireinsider.com/sr

Get your Free Financial Checkup: https://themillionaireinsider.com/fc

Show notes and more information: https://themillionaireinsider.com/131

This information is for educational purposes only and is not intended to provide financial, investment, or planning advice.

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Wealth Inside and Out PodcastBy Annette Bau, CFP®