In this episode, Eric talks about how to find the right investment professional, and how to know whether they are giving you the right advice.

Remember, if you know what vehicles are appropriate for your age, etc. a good advisor won't recommend something that runs counter to that.

Check out their work history and any complaints at https://brokercheck.finra.org/

Links for state-level checking for CPAs, mortgages brokers, insurance agents, and commodities futures brokers are at http://www.finra.org/investors/brokercheck-resources

You can share your money questions, worries and triumphs with us at [email protected].

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