In this episode, Eric discusses when "doing it yourself" stops making sense and how to choose an advisor with his guest, Lena Nebel.
In this episode:
- Who needs a financial advisor and why
- Different types/specialties of financial planners
- How to find a financial planner
- Questions to ask when interviewing a financial advisor?
- Does the advisor represent specific companies or products?
- What gets done in-house as opposed to being outsourced?
- How often would an advisor meet with you?
- Who are the typical clients of the firm?
- What are the costs of doing business?
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