What Not to Do When Selecting a Financial Advisor
Автор: CAPitalize Your Finances
Загружено: 2026-02-23
Просмотров: 12
Описание:
Hiring a financial advisor is a big decision, and most people don’t realize how many ways it can go wrong until it’s already costing them time, money, and mental anguish. Today I’ll tell you what NOT to do when selecting a financial advisor, using six major red flags as the framework, and I’ll share my take on which warnings matter most in the real world.
I’ll discuss why the fiduciary label is not a free pass, why you should not rush into the first advisor you meet, and why alignment is about far more than a generic risk tolerance questionnaire. I’ll also get into credentials, how to think about fees without falling for simplistic narratives, and why vetting is non-negotiable if you want true planning instead of a recycled portfolio.
Do you want to feel confident about who you are trusting with your financial future? This episode will help you ask better questions, spot the gaps faster, and choose an advisor with confidence instead of pressure.
#podcast #capitalizeyourfinances #financialplanning #financialhelp
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