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When does it make sense for a "normal" person to check in with a financial advisor? Do you have to be a millionaire or can you be an aspiring thousandaire? And how do you know what questions to ask and if you'll be tricked into shady investments?
So many questions, and Sara has so many answers that lead to finding someone you can trust, even if it's just for one meeting to get on track.
Do you know that you can choose a financial advisor based on whether they have a sense of humor? Well, sort of. But you definitely have to like them.
And we learn that a custodian isn't just a school staff member.
This week the one thing Women on the Verge of a Financial Breakthrough can do TODAY to take the first, or next, step towards building a strong financial future is practice the two questions Sara says we need to ask our financial advisors.
Ask us your dumb investing and finance questions on our website: womenontheverge.com
Transcripts for this episode available on our website!
This episode was edited by Jes Rowe. Music by Bad Bad Hats and Devmo.
When does it make sense for a "normal" person to check in with a financial advisor? Do you have to be a millionaire or can you be an aspiring thousandaire? And how do you know what questions to ask and if you'll be tricked into shady investments?
So many questions, and Sara has so many answers that lead to finding someone you can trust, even if it's just for one meeting to get on track.
Do you know that you can choose a financial advisor based on whether they have a sense of humor? Well, sort of. But you definitely have to like them.
And we learn that a custodian isn't just a school staff member.
This week the one thing Women on the Verge of a Financial Breakthrough can do TODAY to take the first, or next, step towards building a strong financial future is practice the two questions Sara says we need to ask our financial advisors.
Ask us your dumb investing and finance questions on our website: womenontheverge.com
Transcripts for this episode available on our website!
This episode was edited by Jes Rowe. Music by Bad Bad Hats and Devmo.