What Are the Different Types of Financial Advisors?

Money Girl

Macmillan Holdings, LLC

Investing, Education, Business, Entrepreneurship, How To

4.6 • 1.8K Ratings

🗓️ 18 August 2021

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

Confused about whether you need a financial advisor and the different types? Laura interviews Rita Cheng, CFP, from Blue Ocean Global Wealth and Finder.com about who should work with an advisor, how to find someone trustworthy, what fees are charged, and the differences between robo-advisors and financial advisors. Read the transcript. Check out all the Quick and Dirty Tips shows. Subscribe to the newsletter to get more personal finance tips. Join the conversation on Facebook and Twitter. Links: https://www.quickanddirtytips.com/ https://www.quickanddirtytips.com/podcasts https://www.quickanddirtytips.com/subscribe https://www.facebook.com/MoneyGirlQDT https://twitter.com/LauraAdams

Transcript

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0:00.0	Using a financial advisor is one of the best ways to make sure you're on track for a comfortable
0:10.6	retirement.
0:12.1	A trusted advisor can also help you answer complex money questions, such as whether you
0:17.3	should buy a home, get a business loan, or settle zombie debt.
0:22.4	But knowing which type of financial advisor you should work with can be confusing.
0:27.5	There are many different investment firms and advisors with different designations
0:32.6	to choose from.
0:34.2	Even if you don't think you need a financial advisor right now, it's really wise to understand
0:40.4	the types of services they offer, how they get paid, and how to check their background
0:45.8	in any complaints filed against them.
0:48.4	So I hope you'll stay with me.
0:50.0	I've got a great show coming up.
0:52.4	Welcome to the Money Girl Podcast.
0:54.2	I'm Laura Adams, a leading personal finance and small business expert and award winning
0:59.2	author.
1:00.2	I've been hosting this show since 2008, and I am thrilled to have you as a listener.
1:06.6	No matter what you want to achieve with your money, it all starts with financial education.
1:12.0	That's what this show is all about.
1:13.6	It's for everyone, no matter your age, who wants more financial wellness, knowledge, tips,
1:19.5	and down to earth practical advice.
1:22.0	My goal is to help you live a healthy and rich life by making the most of what you have,
1:27.2	planning wisely for the future, and making smart money decisions.
	...

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