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EPISODE · Jul 27, 2026 · 12 MIN

How to choose a financial advisor.

from A Considerate Retirement

How do you choose a financial advisor? When you are ready for help with your money, the letters after an advisor's name are only the beginning. Two credentials carry the most weight, the CFA and the CFP, and an advisor needs only one, but neither one proves whose interest comes first. This is how to read the credentials, weigh a person's training and track record, understand how an advisor is actually paid, and vet anyone with a few plain questions before you ever sit down. Full transcript and show notes: https://consideratecapital.com/podcast/how-to-choose-a-financial-advisor This content is for educational purposes only and is not investment, tax, or legal advice. Considerate Capital is a registered investment adviser in Illinois. Past performance does not guarantee future results. All strategies involve risk, including the potential loss of principal. Please consult your own tax, legal, and financial advisors regarding your specific situation.

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