In this engaging discussion, Brian Skrobonja, a financial advisory expert, uncovers the seven essential questions to ask when selecting a financial advisor. He emphasizes that a good advisor does more than just invest money; they help craft a fulfilling financial life. Brian warns against 'financial entertainers' and stresses the importance of a fiduciary responsibility. He shares tips on evaluating advisors based on their experience and licenses, highlighting the importance of alignment with your unique financial goals.

Financial expert Brian Skrobonja discusses alternative investments and retirement strategies, highlighting the shift towards private investments, the importance of long-term vision, and the challenges of funding retirement in an era of extended lifespans. He explores the benefits of an endowment-like approach and the implications of the traditional 4% rule for retirement savings.

Learn about the intricate process of settling an estate as an executor, from obtaining death certificates to handling estate documents. Understand the importance of setting expectations and seeking professional assistance to navigate the complexities efficiently.