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20 Questions to Ask Your Financial Advisor

20 Questions to Ask Your Financial Advisor

FromMartinis and Your Money Podcast


20 Questions to Ask Your Financial Advisor

FromMartinis and Your Money Podcast

ratings:
Length:
60 minutes
Released:
Jul 17, 2015
Format:
Podcast episode

Description

In this episode, Shannon chats with Eric Roberge, founder of Beyond Your Hammock about questions clients should ask their advisors before and after starting a relationship with one. 
Released:
Jul 17, 2015
Format:
Podcast episode

Titles in the series (100)

This award winning best personal finance podcast presents various topics around money and careers in a fun and lighthearted setting. The host, Shannon McLay, is a successful entrepreneur, author, and personal finance expert with a passion for helping people get financially fit. In each episode, Shannon will share a martini (or something similar) with friends and experts while discussing money and career topics.