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Podcast: More Than Money
Episode: Episode 173 | When Should I Get A Financial Advisor?
Description: A MTM listener is trying to determine whether they need a financial advisor. In this episode, Art provides guidance regarding when to get a financial advisor and what to look for.Notes:Question #1: Are you a fiduciary?Question #2: Tell me about your qualifications.Question #3: How do you get paid?Question #4: Outside of your payment, what are my costs?Question #5: What services are included in the cost?Question #6: How does our relationship work?Question #7: What is included in your financial planning services?Question #8: What is your...