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7 Questions to ask your next physician financial advisor
Manage episode 426887142 series 3584152
Contenido proporcionado por W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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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