How and When to Hire a Financial Advisor

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 17 January 2020

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

Navigating the world of fee structures, letter designations, and financial strategy can be daunting. In this episode, we take the guesswork out of this big decision. Let's break down how to know it's time to recruit the help of an advisor and whether or not they have your best interest at heart!

For more information, visit: https://www.moneyguy.com/2020/01/when-to-hire-a-financial-advisor/

Transcript

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0:00.0	You've asked, we've answered, when and how do you hire a financial advisor?
0:05.5	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:12.2	investing, taxing.
0:14.2	You've got financial questions, he's got financial answers.
0:17.7	It's Brian Preston, the money guy.
0:21.2	Brian, I think this is so wonderful because obviously it is no secret the entire world knows
0:25.8	our day job, what we do is we actually are financial advisors.
0:29.1	And one of the things, I think the entire world, the entire world, because we're in
0:33.5	the world wide now.
0:34.5	A lot of people in the orange theory class have no idea who we are.
0:37.3	Well, they need to check out the money guy show.
0:39.3	I feel like.
0:40.3	A few of the coaches do, but not everybody in the world knows who we are.
0:43.3	That's the one.
0:44.3	It's actually like prospect all through my CrossFit class.
0:45.3	Like I tell them all, no one.
0:47.3	Okay.
0:48.3	If you want another truth before Jim class starts, I answer YouTube comments.
0:51.3	There you go.
0:52.3	Perfect.
0:53.3	So that's why I don't talk to anybody I answer.
0:54.3	It's all your fault.
	...

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