FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
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FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
Don't f*** This Up: The Millennial Inheritor's Guide to Investing
Heir Necessities
14 minutes
1 year ago
Don't f*** This Up: The Millennial Inheritor's Guide to Investing
Transcript and show notes at: https://www.sunnybranchwealth.com/blog/investing-inheritance Everything you need to know if you have (or will) inherit millions of dollars in your 20s, 30s, or 40s. Stop following advice from boomers and finance bros and learn how to create a personalized investment plan that works for YOU. You need a strategy that aligns with your lifestyle and future goals, not generic advice or a list of "shoulds." Listen to learn how to assess your time horizon...
Heir Necessities
FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
