The Top 5 Questions You Should (and Shouldn't) Ask When a Interviewing a Financial Advisor

<p><span style="font-weight: 400;">You can research and Google the ‘right’ questions for finding a financial advisor... But you may not know what to do with the answers you get.</span></p> <p><span style="font-weight: 400;">And if you don’t know what to do with the answers, how will you know if it helps your plan?</span></p> <p><span style="font-weight: 400;">It’s easy to lose yourself in the number of clients, a track record, or even prior success. But an investor should be about you and your plan, not everyone else. </span></p> <p><span style="font-weight: 400;">In this episode, I reveal the 5 most common questions to ask a financial advisor (and how to twist them in your favor).</span></p> <p><strong>Show Highlights Include:</strong></p> <ul> <li><span style="font-weight: 400;">How to tell if a financial advisor is using science to invest your assets (or playing the guessing game). (4:55)</span><span style= "font-weight: 400;"><br /></span></li> <li><span style="font-weight: 400;">How to tell if a financial advisor’s clientele makes (or breaks) your investing strategies. (7:22) </span></li> <li><span style="font-weight: 400;">Why your financial advisor needs a “backup team” to assist in your retirement goals. (11:09) </span></li> <li><span style="font-weight: 400;">How to avoid the ‘Class-Happy’ investors and find someone who puts your plan in place. (14:55)</span></li> <li><span style="font-weight: 400;">How to find a fiduciary advisor who knows your plan like the back of their hand. (17:33)</span></li> </ul> <p><span style="font-weight: 400;">To schedule your free retirement tracking meeting, specifically for first responders, head to</span> <a href="http://pensionattention.com/" target="_blank" rel= "noopener"><span style= "font-weight: 400;">http://pensionattention.com/</span></a> <span style="font-weight: 400;">or call us at 805-409-8150.</span></p>