Episode 173 | When Should I Get A Financial Advisor?

A MTM listener is trying to determine whether they need a financial advisor. In this episode, Art provides guidance regarding when to get a financial advisor and what to look for.

Notes:

Question #1: Are you a fiduciary?
Question #2: Tell me about your qualifications.
Question #3: How do you get paid?
Question #4: Outside of your payment, what are my costs?
Question #5: What services are included in the cost?
Question #6: How does our relationship work?
Question #7: What is included in your financial planning services?
Question #8: What is your investment philosophy?
Question #9: If I move everything over to you, are there tax ramifications?


Resources:

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