Questions to Ask a Financial Planner - podcast episode cover

Questions to Ask a Financial Planner

Jan 03, 202417 minEp. 215
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Episode description

In this week's podcast, we reveal 10 (Essential) Questions to Ask a Financial Planner. Curated over time, we hope that these questions will serve as a solid basis for you to come back and revisit in your lifetime. While we do not answer all of these questions, we give you wisdom as to the why these are great questions to ask and return to.

 

We also reveal our carefully planned Wealth Wisdom Week; a week of five-one hour courses, live, that will help you further your financial experience. Inside of it, you will receive wisdom that will enrich your financial lives and (hopefully) beyond. Oh, and did we mention that it's free? SIGN UP WITH THE LINK BELOW!

 

Reserve your spot for Wealth Wisdom Week here:

https://wealthwisdomweek.eventbrite.com

 

Download these questions here: 

https://www.dropbox.com/scl/fi/edqllwhvmiwns9329fzlc/Questions-to-Ask-a-CFP-Download.pdf?rlkey=imsnlphhpuhz7k7orq1ivq3cf&dl=0

 

 

Watch this episdoe on YouTube:

https://youtu.be/cvLK1cf_FLk

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