Ep 64: Finding the Right Advisor

How do you pick the right advisor? Often we get caught up in finding the right investments and making sure the portfolio is balanced. But what about finding the right person to help you facilitate that plan?

 

Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-64-finding-the-right-advisor/ 

 

Watch the video podcast here: https://youtu.be/qLffTFZSlm0 

 

What we discuss on this show: 

1:25 - How do you pick the right advisor?   

2:30 - What’s your expectation for the advisor?

3:47 - What kind of credentials should the advisor have?

5:37 - How do you know if it’s time to find a new advisor?

10:58 - What could go wrong if we stay with the wrong advisor?

12:14 - How do you feel about it?

13:42 - What should you consider in the interview process?

18:47 - What are Phil’s Thanksgiving favorites?