• 7 Questions to Ask Your Financial Advisor

  • Aug 11 2022
  • Duración: 30 m
  • Podcast

7 Questions to Ask Your Financial Advisor

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  • Resumen

  • In this episode, your host Greg Shepard shares with you 7 questions to ask your financial advisor.

    Maybe you're currently in the market for an advisor or trying to figure out what your advisor really does to justify his / her fee.

    Listen as Greg shares with you, not only the 7 questions to ask your financial advisor, but how he answers the very same questions for his firm.

    Remember, if you're trusting your life savings to this person (financial advisor), it's probably a good idea you know one or two of these things discussed in this episode. Be your own advocate!

    Lastly, listen as Greg talks you through a couple real-life examples of how getting answers to these questions can impact your decision making......especially when it comes to expenses!

    Greg is a financial advisor at S&A Financial Services, Inc. and specializes in working with small business owners and their CPA's in providing proactive / wholistic financial solutions.

    Other Resources:

    Podcast Episode: What is a Backdoor Roth IRA Contribution?

    Podcast Episode: Who Can Contribute to SEP IRA?

    Small Business Financial Podcast

    www.safianncialservices.com

    greg@shepardfinancial.com
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