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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Thursday May 01, 2025
Thursday May 01, 2025
When you work with a financial advisor, you are hiring someone to work for you and you should expect them to be qualified. Today, Paul asks: Do you know what financial advisors are supposed to be doing? And do you know how to vet an advisor to make sure they are the right fit? Listen along as Paul answers both of the questions and addresses things to be on the lookout for when you search for a good advisor.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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