The Clark Howard Podcast cover image

05.06.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

00:00

Navigating Financial Conversations

This chapter outlines crucial questions to ask a financial planner, focusing on the 'five Ps' of financial advising: planning goals, portfolio strategy, asset protection, wealth transfer, and tax implications. It emphasizes the significance of financial education and integrity in consultations, while providing additional resources for listeners seeking reliable financial advice.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app