Marriage Kids and Money: Personal Finance for Families

Questions to Ask a Financial Advisor (Before Working With Them)

Mar 4, 2025
Considering a financial advisor? Discover the five essential questions to ask before making a choice. Learn from Jackie Cummings Koski's inspiring journey to a $1.8 million net worth by age 54 and her perspective on generational wealth. Additionally, dive into the significance of financial literacy for children and effective strategies for managing retirement funds. Enjoy a fun money quiz and personal anecdotes about family budgeting and vacations, all while highlighting the importance of empowering financial futures.
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Episode notes
1
Intro
00:00 • 4min
2
Navigating the Relationship with Financial Advisors
04:27 • 5min
3
Empowering Financial Futures
09:18 • 5min
4
From Divorce to Financial Empowerment
14:33 • 18min
5
Mastering Finances for Retirement
32:39 • 8min
6
Navigating Financial Advisory Relationships
40:19 • 6min
7
Exploring Financial Independence and Fun
46:02 • 6min