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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: Private Investments

Is That Financial Advisor Right for You?

Air Date: October 17th, 2020

After a quick recap of last week’s show and a brief discussion of private investments (private equity, private credit, real assets and hedge funds ), Mike discusses questions you should ask your financial advisor or any financial advisor you are thinking about hiring:

  • What is their continuity plan? What happens to your money if something were to happen to that advisor?
  • What designations (CFP® professional, CPA, CFA®, CRPC®, etc.) does the person have and what exactly do those letters mean?
  • How is the advisor paid? How do you pay the fees? What are the fees?
  • How well do they know taxes?
  • What regulatory agencies are they under?

He also mentions a few external sources where you can check out advisor credentials.

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