How to Navigate Hiring a Financial Planner

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 November 2017

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Navigating your personal finances can be complicated enough. Finding the right type of financial professional for your needs can be a little easier when you know what to look for and where you can find it. With nearly 300,000 financial professionals hanging their hat on the same tile of “financial advisor,” it’s important for any investor to understand the different types of financial professionals that exist and what they do.

In this week’s installment of The Money Guy Show, we offer helpful tips and tools as you consider your options when it comes to financial professionals.

For more details, visit the show notes: http://www.moneyguy.com/2017/11/how-to-navigate-hiring-a-financial-planner/

Transcript

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0:00.0	So you've reached a point in life you're like,
0:01.8	do I need somebody to look over my shoulder
0:04.4	and give me some guidance with my personal finances?
0:07.5	On today's Money Guy show,
0:09.5	we're gonna be talking about
0:10.8	how do you navigate and how are a financial planner?
0:13.4	It's Brian Preston, the Money Guy,
0:16.3	restoring order to your financial chaos,
0:19.3	retirement, investing, taxing.
0:22.1	You've got financial questions,
0:23.7	he's got financial answers.
0:25.7	It's Brian Preston, the Money Guy.
0:29.2	I feel like the guy for micro machines,
0:31.6	you have to be my age, I know what that is.
0:33.3	The guy I had must-ass talks really quick.
0:35.1	I got a lot to cover.
0:37.1	I have no idea what you're talking about.
0:39.6	People believe me, people will know
0:40.9	what I'm talking about.
0:42.0	They'll go on YouTube, type in micro machines,
0:44.4	assuming I'm getting that right.
0:45.3	But we have so much to cover in a short period of time.
	...

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