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 ...
All content for Heir Necessities is the property of Katherine Fox, CFP®, CAP® and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ...
July Investment Tea: Trump did WHAT in that tax bill?! + market news
Heir Necessities
11 minutes
3 months ago
July Investment Tea: Trump did WHAT in that tax bill?! + market news
Episode & Show Notes @ https://www.sunnybranchwealth.com/blog/july-investment-tea On this episode of Heir Necessities, I'm launching my new "Investment Tea" series. First and foremost, I'm an investment advisor. But I *hate* the way most advisors talk. It's all jargon that goes way too deep into topics 99% of people don't care about. I'm here for something different. So every quarter, I'm bringing you the Investment Tea. You'll get a quick, understandable summary of mark...
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 ...
