Ep 359. Questions to Ask a Financial Advisor

What this episode covers

What questions should I ask when interviewing a financial advisor? And after dumping all my earnings back into my business for the past 25 years, while also wanting to scale back my involvement in my business, but not yet retire, what is a wise way to approach this situation? David Brooks has answers to these questions in today’s Q&A episode.

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Frequently Asked Questions

How long is this episode of Retire SMART Podcast?

This episode is 8 minutes long.

When was this Retire SMART Podcast episode published?

This episode was published on January 30, 2026.

What is this episode about?

What questions should I ask when interviewing a financial advisor? And after dumping all my earnings back into my business for the past 25 years, while also wanting to scale back my involvement in my business, but not yet retire, what is a wise way...

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