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5 Critical Questions To Ask Your Financial Advisor
Manage episode 430683462 series 2412204
Whether you're just starting out with a financial advisor or considering a change, it’s important to have some key questions in mind to help determine whether a particular advisor is a good fit for you and your finances. Today we’re going to give you five critical questions you need to ask to ensure you're getting the best advice possible.
Here’s what we cover in this episode:
0:00 – Intro
1:41 – Reviewing your financial situation
3:55 – Proactively managing tax returns
6:28 – Future income planning
10:50 – Risk tolerance
14:32 – Estate planning
Want to connect with us?
https://listentoscott.com/
https://elevatemyretirement.com/our-team/scott-m-dougan/
913-393-4724
145 episodes
Manage episode 430683462 series 2412204
Whether you're just starting out with a financial advisor or considering a change, it’s important to have some key questions in mind to help determine whether a particular advisor is a good fit for you and your finances. Today we’re going to give you five critical questions you need to ask to ensure you're getting the best advice possible.
Here’s what we cover in this episode:
0:00 – Intro
1:41 – Reviewing your financial situation
3:55 – Proactively managing tax returns
6:28 – Future income planning
10:50 – Risk tolerance
14:32 – Estate planning
Want to connect with us?
https://listentoscott.com/
https://elevatemyretirement.com/our-team/scott-m-dougan/
913-393-4724
145 episodes
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