Listen and subscribe to the Midlife Money Gal podcast on your favorite podcasting app: iTunes | Spotify | Stitcher | Google Play

How to Choose the Right Financial Advisor for You

All financial advisors and planners are not created equal. In fact, there are some major differences.

After the 2008/2009 ‘Great Recession’, there became a much bigger distinction between advisors who are registered representatives at broker/dealer firms, and advisors who are independently Registered Investment Advisors.

In this episode, Stephanie talks about what it means to be an independent Registered Investment Advisor, as well as a fiduciary and fee-only Certified Financial Planner.

She outlines a number of qualities and credentials that you should look for when evaluating a financial advisor or planner in midlife, including how advisory fees are structured.

Please subscribe, rate, review, and share this podcast with your girlfriends in midlife!

You can also sign-up to receive notifications when new episodes are released each week: 

 

Thanks for listening and supporting the podcast!

Pin It on Pinterest

Share This