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7 Questions to ask your next physician financial advisor
Manage episode 426887142 series 3584152
Innhold levert av W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Have you ever hired a babysitter? You know, someone you trust to love and care for your child while you’re away?
Well, hiring a financial advisor is a lot like that. If you’re looking for a new financial advisor, you’ll undoubtedly want to ask all the right questions. In this episode, Ben and Nate give you seven questions you can use to choose not just a good advisor but a great one.
Pro Tip: If you already have a great financial advisor, share this show with a friend who might not be so lucky.
ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE?
To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go
GOT A QUESTION?
Write to us at podcast@physicianfamily.com.
NOTICE
Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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