Ep 7: How to Find the Right Financial Advisor


Manage episode 265835147 series 2687881
By Jammie Avila. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

The relationship with a financial advisor is one that you need to feel comfortable with and have trust in. How do you find the right person? A lot of people can do a good job for you but we’ll explain the qualities and characteristics you absolutely need from an advisor.

Show Notes, Contact & Resources:



0:58 – Why are we talking about this topic?

1:43 – What kind of services should your advisor be providing you?

4:01 – Is it important that your advisors know many different areas of investing?

6:43 – An important law Nevada passed recently.

8:37 – Are there any signs that you might need a new advisor?

10:49 – Accumulating wealth and distributing that wealth are two different phases of planning.

14:42 – What can go wrong if you work with the wrong advisor for too long?

16:28 – What gets you to retirement isn’t going to get you through retirement.

17:20 – How can you determine if an advisor has the right philosophy and approach?

13 episodes