Episode 303 - Must-Ask Questions When Searching for a Financial Advisor

Published: April 24, 2023, 1:20 a.m.

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Last week, a gentleman had a question about finding a financial advisor in his community.\\xa0Based on that inquiry, we think it\\u2019s important to discuss the appropriate questions to ask when searching for a new financial advisor to determine if that person is right for you. We\\u2019ll also round out the conversation and help you think through the areas or specifics you\\u2019ll want to address when meeting with a Financial professional.

Heidi will discuss Vanguard\\u2019s read on the economy and their interpretation of whether or not we\\u2019re headed into a recession. We think it\\u2019s relevant and timely information you\\u2019ll want to take advantage of. We\\u2019ll also feature some IRA questions for Ron Jolly, and Deann will take a different track with this week\\u2019s stats that we think you\\u2019ll find equally interesting! Lots to review this week, so join us today at 10 am (or listen to the rebroadcast Saturday at 9 am).\\xa0Tune in and take control!

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