The Dentist Money Show | Financial Planning & Wealth Management cover image

The Dentist Money Show | Financial Planning & Wealth Management

#467: 10 Questions to Ask Before Hiring a Financial Advisor

Jan 3, 2024
50:19

There’s a lot of know-how—debt, taxes, legal, estate, insurance, retirement planning, and more—that goes into helping a dentist make smart financial decisions. Asking the right questions can make finding a good advisor easier.   On this Dentist Money Show, Ryan and Matt explain why, for your advisor to have the biggest impact, they need to know the intricacies of being a dentist.   Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

 

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode