Today I am breaking down why financial advisors have jobs. This all stemmed from a Twitter post and I thought it would be good for you to learn more.

Original Tweet 🐥https://twitter.com/ThatchTaylor/status/1568365632932171777

In this episode we will cover:

✅ What is a financial advisor?
✅ Different types of financial advisors?
✅ What is a GOOD financial advisor do?
✅ What is financial planning?
✅ 10 Questions to ask your financial advisor (See Below).
✅ When to hire a financial advisor.

If you are considering hiring a financial advisor but don't know where to start, this episode is perfect for you. 

As promised, 10 questions to ask a financial advisor:

1. How do you get paid?
2. What type of products do you sell?
3. What are my costs?
4. Are you a fiduciary?
5. How does the relationship work?
6. What is your investment philosophy?
7. What types of investments do you use?
8. Who holds and controls my assets?
9. Do you manage assets or is it outsourced?
10. Do you do financial planning?
11. What type of tax planning do you do?

✅Contact Thatcher at [email protected] with comments and questions!

Are you over age 50 and need retirement help?

🤝 Schedule a free consultation http://www.propathfinancial.com/schedule-an-appointment

Not ready yet? No problem...

Sign up for our Monthly Newsletter here 👉 https://propath.ck.page/5952bc75eb
Or check out the YouTube Channel 👉 https://www.youtube.com/thatchertaylor

🆓 If you want to UNWIND your wealth, download our Retirement MEGA Pack which includes a flowchart, checklist, and EBook all about unwinding wealth and evaluating your investments: https://propath.ck.page/retirement-mega-pack

DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business

✅Contact Thatcher at [email protected] with comments and questions!

Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started

Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement

Join The Newsletter For All Wealth Building Tactics
https://propath.ck.page/60fab1df4d

DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.