Find out the different types of advisors, typical fees charged, and how to do background checks.

minute read

< 1

News

financial planning, retirement

Whether you’re confused about how to handle money, got a cash windfall, or just want to know that you’re on track for a comfortable retirement, a financial advisor can help. But many people are confused about what advisors do and if they’re actually worth it.

While everyone’s situation is different, and not everyone needs a financial advisor, it’s important to understand the services these professionals provide. So, I turned to a fellow podcaster and former advisor for insider tips.

In my interview with Joe Saul-Sehy, creator and co-host of the popular Stacking Benjamins podcast, we discuss key points you should know about working with a financial advisor. As a 15-year industry veteran, Joe’s shares many insightful and somewhat surprising tips.

Here are some of the topics we cover:

  • What a financial advisor actually does for you
  • Different types of advisors and fees they charge
  • Whether you’re a good candidate for working with a financial advisor
  • Key questions to ask a potential financial advisor
  • What the reception area of a financial company tells you about a potential advisor
  • Where to check the background of a financial advisor
  • Online sites to find a great financial advisor

This article was originally published on Quick and Dirty Tips. 

Did we provide the information you needed? If not let us know and we’ll improve this page.
Let us know if you liked the post. That’s the only way we can improve.
Yes
No
Share111
Tweet
Share
Pin

About the Author

Laura Adams, Quick and Dirty Tips

Laura Adams, Quick and Dirty Tips

Laura Adams is an award-winning author of multiple books, including Money Girl’s Smart Moves to Grow Rich. Her newest title, Debt-Free Blueprint: How to Get Out of Debt and Build a Financial Life You Love, is an Amazon No. 1 New Release. Laura’s been the writer and host of the popular Money Girl Podcast, a top weekly audio show in Apple Podcasts, since 2008. She’s a frequent source for the national media and has been featured on most major news outlets including NBC, CBS, ABC FOX, Bloomberg, NPR, The New York Times, The Wall Street Journal, The Washington Post, Money, Time, Kiplinger’s, USA Today, U.S News, Huffington Post, Marketplace, Forbes, Fortune, Consumer Reports, MSN, and many other radio, print, and online publications. Millions of readers and listeners benefit from her practical financial advice. Her mission is to empower consumers to live richer lives through her podcasting, speaking, spokesperson, teaching, and advocacy work. Laura received an MBA from the University of Florida. Visit LauraDAdams.com to learn more and connect with her.

View All Posts

Published by Debt.com, LLC