Money Guy Show

What to Look for When You Need a Financial Professional


Listen Later

Your Money Guys kick off the first podcast of 2015 with valuable advice on what to look for in a financial professional -- be it a tax preparer, insurance agent, or financial advisor. Nearly everyone uses (or should use!) services provided by these financial pros, so it's important to understand the questions to ask each of these individuals in order to make sure they’re in the right position to help you. This episode will also provide you with a better idea of how to vet each one so that you end up a happy client.

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

Money Guy ShowBy Brian Preston and Bo Hanson

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

3,061 ratings


More shows like Money Guy Show

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

39,207 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,579 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

2,003 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

804 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,312 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

543 Listeners

Ramsey Everyday Millionaires by Ramsey Network

Ramsey Everyday Millionaires

3,695 Listeners

ChooseFI by ChooseFI

ChooseFI

5,163 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,102 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

828 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,418 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

51 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

201 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

350 Listeners