We answer all your questions about how to find an advisor, minimums required to work with an advisor, how to break up with an advisor, and so much more.
Lately, we’ve heard from so many of you who have had questions about financial advisors— finding an advisor, what to ask an advisor, how to break up with an advisor if they just aren’t the right fit, and so much more. We wanted to put out this special Mailbag episode to tackle them all, and we couldn’t think of a better person to help us do just that than Pam Krueger, Founder and CEO of Wealthramp, and SEC-registered referral service that connects consumers with vetted and qualified fee-only financial advisors.
Listen in as Jean and Pam tackle questions from listeners about what you should be asking a potential advisor, how to find an advisor with experience in tax planning, and whether or not you need a minimum net worth in order to secure an advisor. We also dive into how often you should be meeting with your planner if there are no major life events, and how to break up with your financial advisor if they just aren’t a good fit. We also discuss finding an advisor of color, and an advisor who can help if you’re practicing Financial Independence, Retire Early (FIRE).
If you have questions for us for an upcoming episode, write to us at mailbag@hermoney.com, and we’ll get back to you ASAP!
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This podcast is proudly supported by Edelman Financial Engines. Let our modern wealth management advice raise your financial potential. Get the full story at EdelmanFinancialEngines.com. Sponsored by Edelman Financial Engines – Modern wealth planning. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM1969416
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All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM1969416
