The Wealth Equation

8 MUST-Ask Questions for Your Advisor

Episode Summary

Working with a financial advisor but unsure if they’re delivering the best results for you? Many people don’t even know what to ask or how to assess their advisor’s performance. This episode is your guide to uncovering the truth about your investments and making confident, informed decisions.

Episode Notes

Working with a financial advisor but unsure if they’re delivering the best results for you?

Many people don’t even know what to ask or how to assess their advisor’s performance.

This episode is your guide to uncovering the truth about your investments and making confident, informed decisions.

Tune in to learn:

• The two types of fees your advisor might not be disclosing (and how they impact your portfolio).
• Why your returns might be underperforming the market—and what to do about it.
• Eight essential questions to ask your financial advisor to ensure transparency and accountability.
• How asking the right questions can save you millions over your lifetime.