Questions You Must Ask Your Financial Advisor (Ep 130) episode artwork

EPISODE · Jan 3, 2024 · 26 MIN

Questions You Must Ask Your Financial Advisor (Ep 130)

from My Retirement Clarity with Lee Perkins · host Lee Perkins

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship.   Here’s some of what we discuss in this episode: The different types of fee structures that advisors will typically have Why your advisor’s investment philosophy is an important thing to know up front Why you want to know what specialty an advisor has Communication is key so you want to know what to expect in terms of frequency Will you be working with a team or a specific advisor?   Want to set up a meeting with us? Visit us here: http://talkwithjp.com Get more financial education at http://myretirementclarity.com

Episode metadata supplied by the publisher feed · Published Jan 3, 2024

Embed this episode

Ready to play

Questions You Must Ask Your Financial Advisor (Ep 130)

0:00 26:24

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of My Retirement Clarity with Lee Perkins?

This episode is 26 minutes long.

When was this My Retirement Clarity with Lee Perkins episode published?

This episode was published on January 3, 2024.

Can I download this My Retirement Clarity with Lee Perkins episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!