Retirement Quick Tips with Ashley

How Pick a Financial Advisor | Recap + Highlights - Ep. 224


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It’s Sunday, which means...It’s recap time!

The theme for this week was: how to pick a financial advisor. Here’s the reality: There are about 300,000 financial advisors in the United States. Many are trustworthy, competent, and looking out for your best interest. But the barrier of entry to being a financial advisor is low, and you might occasionally come across a bad apple.So this week, I shared with you the criteria by which you’ll want to evaluate and choose a financial advisor.

Hopefully after listening to the tips this week, you know what a fiduciary is and are better equipped to ask the tough questions that need to be asked when deciding on a very important business relationship with your advisor. After all, this person may be a part of your life for decades, so I want you to understand how to choose an advisor who will be a good fit for you and your family.

Here’s what we covered this week:

  • How to pick a financial advisor
  • Do you need a financial advisor?...how to tell if you should go that route in the first place.
  • What is a fiduciary and why it matters
  • 3 qualities to look for in a financial advisor
  • 5 interview questions to ask a potential advisor
  • And...the most important question you haven’t asked but you should

If you missed any of these episodes, you can find them on iTunes or Google Play by searching for the “One Minute Retirement Tip with Ashley”.

Tomorrow, come on back, because we’re starting a brand new theme: Stock market cycles...explained. Understanding market cycles and making an educated guess about where the market currently is in a given cycle is not as complicated as it might sound, and it can help you make smart decisions with your investment portfolio. So next week, we’ll dive in to market cycles, and I’ll do my best to decipher where we are in this current cycle and debunk some myths floating around right now.

That’s it for this week! Thanks for listening.

My name is Ashley Micciche and this is the “One Minute Retirement Tip”.

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>>> Check out our blog: https://truenorthretirementadvisors.com/blog/

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance, wealth management, fee only financial advisor, financial planner, how to pick a financial advisor, fiduciary financial advisor, fiduciary, fiduciary law

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Retirement Quick Tips with AshleyBy Ashley Micciche

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