6 Questions People Don't Ask Their Financial Advisor, But Should (EP.66)
The Long Term Investor
00:00
Financial Advice - Are You Getting the Full Value for the Price?
The fall is one of the best times to hire an adviser because a lot of important tax opportunities need to be assessed. A down market makes for some investment optimization opportunities as well. Here are some questions that can make sure your financial adviser is not only someone you can fully trust, but also who's doing the most for you.
Transcript
Play full episode
