Financial planning can be so intimidating, but not if you have the right financial planner watching your back. In this episode I share with you the 3 phases that involved when choosing a financial planner.
**Spoiler Alert #1** There is nothing complicated about what I share with you so don’t worry!
**Spoiler Alert #2** Just a reminder or if you are listening for the first time: I am not a financial planner or any sort, I cannot provide you advice on on investments but I can educate you on what to look for in a financial planner.
This is just my opinion so take what you like and run with it, the rest just leave it here :-).
What You’ll Learn In Today’s Episode:
- The difference between commission based vs. fee-based financial planners and why it matters
- One key question you can ask that will allow you to gather a lot of information on the financial planner
- A bonus resource of where you can quickly check and learn more about the financial planners you are interested in while making sure there haven’t been any complaints (kind of like a Better Business Bureau for the financial services industry)
Resources From This Episode:
Sources to find fee-based Registered Investment Advisors (RIAs):
Want to find out more about financial planning?
If you want to hear more about financial planning and would like me to have a financial planner as a guest, leave a comment below well as what kind of questions you would like to have answered!
P.S. THANK YOU for listening!
Enjoy The Show?
Be sure to never miss an episode:
- Subscribe, Rate and Review the show in iTunes. (It’s easy here’s how)
- Subscribe via Stitcher
- Subscribe via RSS
Share with a friend by using the social media icons below.
Send us feedback via email to firstname.lastname@example.org or click here to leave a voicemail.