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How do I Find a Financial Planner?

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Manage episode 434115449 series 3486996
Content provided by Mike Potter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Potter 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.

Three Types of Advisors…..huh?

In this week's episode, I want to answer the question, "How do I find a financial planner?" I talk about the 3 different "types" of advisors, what to look for in a planner, resources to look at, and a recommendation on how to get started with one.

I hope you find this episode helpful. You can learn more at www.TrueWealth.Show

If you have any questions or feedback, feel free to email them to mike@truewealth.show

Thanks for listening and until next time... have a great day ~ Mike

  continue reading

57 episodes

Artwork
iconShare
 
Manage episode 434115449 series 3486996
Content provided by Mike Potter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Potter 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.

Three Types of Advisors…..huh?

In this week's episode, I want to answer the question, "How do I find a financial planner?" I talk about the 3 different "types" of advisors, what to look for in a planner, resources to look at, and a recommendation on how to get started with one.

I hope you find this episode helpful. You can learn more at www.TrueWealth.Show

If you have any questions or feedback, feel free to email them to mike@truewealth.show

Thanks for listening and until next time... have a great day ~ Mike

  continue reading

57 episodes

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