Show Notes
The start of a new year is one of the best inflection points for your finances.
There are really nice tax planning, investment, and capital allocation opportunities right now. If this year you are considering seeking professional help with your finances, this top “rewind” episode from 2022 is for you.
By the end of this episode, you’ll understand how to structure your search for an advisor, research if they are trustworthy, and complete a structured interview with anyone you are considering hiring.
Listen now to learn:
- The 4 steps to identifying an ideal advisor
- Questions to use when interviewing prospective advisors
- Things to consider when selecting a robo-advisor rather than a human advisor
To listen to the entire 3-part series this episode aired with, visit the show note links below:
- EP.24: Do It Yourself or Hire an Advisor?
- EP.26: Not All Financial Advisors Are Created Equal
- EP.28: How to Interview an Advisor
Show Notes
Markets are down, inflation is high, and many are expecting a recession.
Are you ready?
Many of us know we need to get our finances in order, but the chaos of everyday life pushes it to the bottom of our to-do list. But here’s the thing…
You’ve come too far to be stressed by money.
If this year you are considering hiring a financial advisor or wealth manager, I want you to go into the process with confidence and clarity. You need to know what to look for, how to understand their credentials, and the exact questions to ask during the process.
To do that, I’m sharing a top episode we aired last year, Episode 28: How To Interview An Advisor.
If you want to approach hiring an advisor with a clear, well-thought-out process so you can find an excellent fit, this episode is a great place to start.
And, if you decide it is time to get help with your financial planning and investments, I’m here to help.
Enjoy this great rewind!
If you love this episode, make sure you listen to the entire series by reviewing episodes 24 and 26.
Resources
- EP. 24: Do It Yourself Or Hire An Advisor.
- EP. 26: Not All Financial Advisors Are Created Equal
- EP. 28: How to Interview an Advisor
- Work with Peter Lazaroff
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Do you have a financial or investing question you want answered? Submit your question through the “Ask Me Anything” form at the bottom of my podcast page.
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