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Podcast: The Money Advantage Podcast
Episode: Questions a Good Financial Advisor Should Ask (But Most Don’t)
Description: I’ll never forget Bruce’s story about his car—check engine light on, a mechanic insisted it needed a $1,500 catalytic converter. Bruce knew better and fixed it by simply tightening the gas cap. That story isn't just about auto repair; it perfectly illustrates why questions a good financial advisor should ask matter. Without probing, you might be sold something you don't need. Competency—not just good intentions—matters.
https://www.youtube.com/live/oyEbgdU1MGI
It’s not about distrust—it’s about asking the right questions so you're not blindly following advice. And that principle applies fully when choosing a finan...