How to Find the Financial Advisor of Your Dreams
Motley Fool Answers
The Motley Fool
4.4 • 823 Ratings
🗓️ 4 November 2015
⏱️ 25 minutes
🧾️ Download transcript
Summary
We break out the polyester pants and the double entendres to play the Financial Advisor dating game. We’ll give you the questions to ask and the red flags to look out for when enlisting help managing your money. We also look at the pros and cons of 401k loans and avoid saying the word leakage.
Transcript
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| 0:00.0 | This is Motley Fool Answers. I'm Alison Southwick, and I'm joined, as always, by Robert Brokamp. |
| 0:08.0 | Hi, Allison. |
| 0:09.0 | Hi. He's a personal finance expert here at the Motley Fool and the advisor on Motley Fool's |
| 0:13.7 | Rule Your Retirement newsletter. |
| 0:16.4 | Finding a financial advisor you really click with can be a bit like finding a mate. |
| 0:20.5 | So today, Megan Brinsfield is back to play the dating game, where we'll ask the important |
| 0:25.3 | questions like, if we were stranded on a deserted island together with nothing to keep us warm, |
| 0:31.1 | how would you balance my portfolio taking into account my risk tolerance? |
| 0:34.9 | You know, sexy stuff. |
| 0:36.5 | We're also going to talk about 401k loan leakage, |
| 0:39.6 | where I avoid actually saying leakage because, ew, right? All that and more on this week's |
| 0:47.0 | episode of Motley Fool Answers. So, bro, I feel like you enjoy making people feel uncomfortable. |
| 0:55.9 | You only say that because I don't shower. |
| 0:57.7 | No, I'm saying that because of your many Halloween costumes that you've had in the past. |
| 1:04.1 | Your ability to drop your pants at corporate events and moon people. |
| 1:13.2 | I have underwear on. Let's make it clear to everybody. Yeah. So I feel like you enjoy making people feel a little bit uncomfortable. And that, |
| 1:18.3 | I think, is the only reason why you want to talk about 401k loan leakage, because the L word is |
| 1:23.7 | horrible. First of all, that did not occur to me. I didn't know leakage was such an objectionable |
| 1:28.9 | term. I think it sounds weird. Rick, do you think it sounds weird? |
| 1:32.5 | Ew. Thank you. Thank you. |
| 1:35.5 | Dripage? What's the better term? |
| 1:39.3 | Let's just move on. And, okay, what is 401k loan leakage? And I'm just going to step back and cover |
... |
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