How to Choose a Financial Advisor: 5 Questions to Ask Before You Commit
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How to Choose a Financial Advisor: 5 Questions to Ask Before You Commit
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Choosing a financial advisor is one of the most important decisions you’ll make as you approach retirement. But how do you know if you’re hiring the right person?
In this Valentine’s Day special of Protect Your Assets, David Hollander, The Sandman, explains why hiring a financial advisor is a lot like dating. Chemistry and trust matter, and asking the right questions upfront can help you avoid costly mistakes later.
David covers the number one mistake people make when hiring a financial advisor, why focusing only on past performance can be misleading, and the key difference between a fiduciary and a suitability standard. He also discusses how to evaluate credentials, understand advisory fees, and determine whether an advisor truly aligns with your long-term retirement income and tax strategy.
You can send your questions to questions@pyaradio.com for a chance to be answered on air.
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