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Talking Money®, the live, call-in radio program airs every Saturday morning from 10:00 to 11:00 on WGTK 94.5 The Answer in Upstate South Carolina. Listen live or check out the podcast. Get the answers you need without the sales pitch.

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Episodes by Topic: #FinancialAdvisor

Best of Talking Money: Is Your Advisor Working for You?

Air Date: October 2nd, 2024

Is your financial advisor working for you? What are some questions you can ask to make the best choice on someone to help with your finances? Mike looks at some of these questions:

  • Is your advisor really an advisor or a salesperson?
  • What are their credentials and experience?
  • What should a financial planner offer?
  • Does the advisor offer estate planning assistance?
  • How does the advisor present themselves in the first meeting?
  • What about complaints?
  • Where do you start your search for your own personal CFO?
  • What other questions should you ask a potential financial advisor?

You can also read more about these questions and considerations here.

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