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Questions to Ask a Financial Planner

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Manage episode 393289897 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely 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 week's podcast, we reveal 10 (Essential) Questions to Ask a Financial Planner. Curated over time, we hope that these questions will serve as a solid basis for you to come back and revisit in your lifetime. While we do not answer all of these questions, we give you wisdom as to the why these are great questions to ask and return to.

We also reveal our carefully planned Wealth Wisdom Week; a week of five-one hour courses, live, that will help you further your financial experience. Inside of it, you will receive wisdom that will enrich your financial lives and (hopefully) beyond. Oh, and did we mention that it's free? SIGN UP WITH THE LINK BELOW!

Reserve your spot for Wealth Wisdom Week here:

https://wealthwisdomweek.eventbrite.com

Download these questions here:

https://www.dropbox.com/scl/fi/edqllwhvmiwns9329fzlc/Questions-to-Ask-a-CFP-Download.pdf?rlkey=imsnlphhpuhz7k7orq1ivq3cf&dl=0

Watch this episdoe on YouTube:

https://youtu.be/cvLK1cf_FLk

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 393289897 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely 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 week's podcast, we reveal 10 (Essential) Questions to Ask a Financial Planner. Curated over time, we hope that these questions will serve as a solid basis for you to come back and revisit in your lifetime. While we do not answer all of these questions, we give you wisdom as to the why these are great questions to ask and return to.

We also reveal our carefully planned Wealth Wisdom Week; a week of five-one hour courses, live, that will help you further your financial experience. Inside of it, you will receive wisdom that will enrich your financial lives and (hopefully) beyond. Oh, and did we mention that it's free? SIGN UP WITH THE LINK BELOW!

Reserve your spot for Wealth Wisdom Week here:

https://wealthwisdomweek.eventbrite.com

Download these questions here:

https://www.dropbox.com/scl/fi/edqllwhvmiwns9329fzlc/Questions-to-Ask-a-CFP-Download.pdf?rlkey=imsnlphhpuhz7k7orq1ivq3cf&dl=0

Watch this episdoe on YouTube:

https://youtu.be/cvLK1cf_FLk

  continue reading

100 episodes

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