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Podcast: Your Financial EKGâ„¢ | Retirement Planning | Investment and Wealth Management | Financial Planning
Episode: 5 Questions to Ask Your Financial Advisor
Description: Ever wonder what questions to ask your financial advisor or prospective financial advisor? Well, here are my top 5 questions to ask anyone who handles or wants to handle your money: Â
1. Are you a Financial Advisor or Investment Advisor?Â
2. Are you a fiduciary?Â
3. What are your fees?Â
4. What are your designations and why?Â
5. What is your backup plan?
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