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How to Select a Financial Advisor, with Michael Borchert

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Manage episode 286007780 series 2884323
Content provided by StashAway. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by StashAway or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Michael Borchert, Executive Director and Co-founder of Avrio Wealth sheds light on how a financial advisor can help guide you to achieve your financial goals. Drawing from his many years of experience in financial planning, Michael dives into some of the things you should consider when looking for a financial advisor.

Some burning questions Michael answers in this episode include: How do you benefit from engaging with a financial advisor? What should you look out for when choosing a financial advisor? And, when’s the best time in your life to speak to a financial advisor?

If you enjoy what you've heard, we’d really appreciate it if you’d even consider leaving a quick but thoughtful review. It takes less than 60 seconds, and it really helps us make the show even better for you so that we can convince great guests to join us.

Have feedback for us? Is there someone you want us to have on the show? Is there a topic you want covered? Shoot us an email at podcast@stashaway.com. We’d love to hear your thoughts!

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Also, our lawyers would want us to tell you that the opinions of our guests are not necessarily shared by StashAway, that past performance is no guarantee of future results and that what you heard is not investment advice.

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 286007780 series 2884323
Content provided by StashAway. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by StashAway or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Michael Borchert, Executive Director and Co-founder of Avrio Wealth sheds light on how a financial advisor can help guide you to achieve your financial goals. Drawing from his many years of experience in financial planning, Michael dives into some of the things you should consider when looking for a financial advisor.

Some burning questions Michael answers in this episode include: How do you benefit from engaging with a financial advisor? What should you look out for when choosing a financial advisor? And, when’s the best time in your life to speak to a financial advisor?

If you enjoy what you've heard, we’d really appreciate it if you’d even consider leaving a quick but thoughtful review. It takes less than 60 seconds, and it really helps us make the show even better for you so that we can convince great guests to join us.

Have feedback for us? Is there someone you want us to have on the show? Is there a topic you want covered? Shoot us an email at podcast@stashaway.com. We’d love to hear your thoughts!

Find StashAway on Facebook
Find StashAway on Instagram
Find StashAway on LinkedIn
Find StashAway on Twitter

Also, our lawyers would want us to tell you that the opinions of our guests are not necessarily shared by StashAway, that past performance is no guarantee of future results and that what you heard is not investment advice.

  continue reading

50 episodes

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