EPISODE · Mar 3, 2021 · 13 MIN

5 Questions to Ask Your Financial Advisor

from Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning · host Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®

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:   1. Are you a Financial Advisor or Investment Advisor?  2. Are you a fiduciary?  3. What are your fees?  4. What are your designations and why?  5. What is your backup plan? If you like this podcast, subscribe so you know when we post our weekly podcast. Also, give us a 5 star rating on whatever platform you listen on!

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This episode was published on March 3, 2021.

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