Ep. 30 – How to Work With a Financial Advisor

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Wealth of Knowledge

U.S. News & World Report

43 episodes

9 months ago

Answering life's tough financial questions. Wealth of Knowledge offers weekly tips and expert insight on all things money: personal finance, career advancement, investing, real estate and more. Hosted by Antonio Barbera, editor for Consumer Advice at U.S. News & World Report, Wealth of Knowledge features a rotating cast of staff and guest experts to give candid, actionable financial advice you can use in all aspects of daily life.

Music by: @dcuttermusic / http://www.davidcuttermusic.com

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All content for Wealth of Knowledge is the property of U.S. News & World Report 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.

Music by: @dcuttermusic / http://www.davidcuttermusic.com

Hosted on Acast. See acast.com/privacy for more information.

Careers

Business,

Investing

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Ep. 30 – How to Work With a Financial Advisor

Wealth of Knowledge

46 minutes 26 seconds

6 years ago

Ep. 30 – How to Work With a Financial Advisor

Douglas Boneparth, certified financial planner and president of Bone Fide Wealth, joins Antonio to talk about what to look for in a good financial advisor, different types of relationships between advisors and clients and aligning financial expectations with reality.

Hosted on Acast. See acast.com/privacy for more information.