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How to Find The Best Financial Advisor for You

How to Find The Best Financial Advisor for You

FromCouple Money Podcast


How to Find The Best Financial Advisor for You

FromCouple Money Podcast

ratings:
Length:
23 minutes
Released:
Apr 3, 2018
Format:
Podcast episode

Description

Do you feel like you guys are kind of stuck with your finances? Have you hit a wall and don't know the next move? Today I'll share how you can find the best financial advisor for you!  Finding the Right Financial Advisor What do you think about when you hear financial advisor? You may have been to one of those luncheons where you get some information about investing or maybe insurance but the financial advising piece really isn't there. It's left a bad taste in your mouth and you're wondering if it's really a smart move to hand over money to someone to manage your money. From personal experience, there are some great financial advisers out there, ones that are not only looking at what's in your portfolio but the real big picture. sometimes, though, it takes a little bit of effort upfront to find a just the right person for the job.  Today Michael Kay is sharing his expertise along with some tips to make the process less stressful. He's a fee-only financial planner at Financial Life Focus.  In this episode we get into:  questions to ask your financial advisor (including the red flag to run!) looking at your finances in a holistic way finding the best advisor to build wealth Hope you enjoy!  Resources to Find the Right Financial Planner Want some help with your money? Here are some resources to find the best advisor for your money.  GuideVine 6 Dangerous Myths About Financial Planning, Debunked How to Review a Financial Advisor: The Definitive Checklist How to Find a Financial Planner You Can Trust Jumpstart Your Marriage and Money Course Want to give your marriage and bank account a boost? Pick up Jumpstart Your Marriage and Money course. Jumpstart focuses on the big wins including earning more. Get LIFETIME access to a four-week course design to help you: Stop fighting about money and create a budget that you BOTH LOVE Automate your money Pay off your debt faster Plus more! You can get lifetime access here! Music Credit Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere and Logan from Music for Makers in this episode.
Released:
Apr 3, 2018
Format:
Podcast episode

Titles in the series (100)

Couple Money Podcast tackles how to build your marriage and wealth together! We talk with financial experts, renowned journalists, and real-life couples who have done extraordinary things with their money such as paying off six figures of debt, overcoming financial infidelity, and retiring early! Get the tools and tips that have helped them be successful with their finances and marriage. Each episode covers crucial money topics like lending money to family, dumping debt faster, and the keys to financial independence.