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What type of financial advisor is right for you? Questions you should ask.

What type of financial advisor is right for you? Questions you should ask.

FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals


What type of financial advisor is right for you? Questions you should ask.

FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

ratings:
Length:
25 minutes
Released:
Apr 21, 2023
Format:
Podcast episode

Description

What type of financial advisor is right for you? Breaking down what it means to be a FEE-ONLY financial advisor. CFP's Mitch DeWitt and Alicia Vande Ven dig into the differences between advisors and why you should consider FEE-ONLY. Also, the important questions you should ask when choosing a financial advisor.

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Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
Released:
Apr 21, 2023
Format:
Podcast episode

Titles in the series (100)

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast