34 min listen
612b what to expect when meeting with a financial adviser
Fromthis is money
ratings:
Length:
62 minutes
Released:
Mar 22, 2023
Format:
Podcast episode
Description
When should you consider meeting with a financial adviser and what can you expect when you do? Friend of the show Cara Williams is a financial adviser at Sufficient Funds and she joins us on the show to help answer all your burning questions such as:?? what do financial advisers actually do??? what's the process of getting advice??? who should see an adviser and when?? is there anything you need to do to prepare for the first meeting? ?? what questions are worth asking an adviser??? is there a difference between a financial planner and financial adviser??? how do product recommendations work??? what do advisers wish all their clients knew??? do financial advisers need their own financial advisers?? do you have to see an adviser ongoing or can you see them just once off?Head to https://sufficientfunds.com.au to book a 15 min chat with the Sufficient Funds team. Big thanks to our Thursday show partner Global X ETFs! Click here to learn more about their range of ETFs.? Please read our disclaimer + warnings before listening to this episode? Join the mmm facebook group? Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.
Released:
Mar 22, 2023
Format:
Podcast episode
Titles in the series (100)
139 Wtf Is Negative Gearing & A Rent Vs Buy Case Study: Everyone always talks about negative gearing and most people don't get what it is. So we are going to walk you through... by this is money