EPISODE · Sep 23, 2025 · 21 MIN
Questions to Ask a Financial Advisor Before You Hire One
from The Fiscal Physical Retirement Podcast · host Aaron & Ryan
Most people do not know what to ask when they sit down with a prospective financial advisor. In this episode, Ryan unpacks three questions that cut through the noise: Are you a fiduciary at all times for all clients? How do you get paid and what are your conflicts of interest? And do you have experience with clients in my situation?Ryan explains why asking if someone is a fiduciary is only the starting point. The real follow-up is whether they are a fiduciary at all times and whether they will put that in writing. He also walks through the difference between fee-only, fee-based, and commission-based advisors in plain language. Useful for anyone in the market for financial planning help.Find "Your Fiscal Physical" the book on AmazonIf you have suggestions or feedback, please email us at: [email protected], as always, Stay the Course!
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Most people do not know what to ask when they sit down with a prospective financial advisor. In this episode, Ryan unpacks three questions that cut through the noise: Are you a fiduciary at all times for all clients? How do you get paid and what are your conflicts of interest? And do you have experience with clients in my situation? Ryan explains why asking if someone is a fiduciary is only the starting point. The real follow-up is whether they are a fiduciary at all times and whether they w...
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Questions to Ask a Financial Advisor Before You Hire One
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