Скачать или смотреть Essential Questions to Ask Your Financial Advisor | Financially Fit Radio

In this episode of Financially Fit Radio, host Cory Sickles of Safe Harbor Retirement Group discusses the critical questions you should ask when choosing or working with a financial advisor. Joined by co-host Tony Shore, Cory explains the importance of fiduciary standards, how advisors are compensated, and the role of custodians in securing your investments. They also cover topics like risk tolerance, setting financial goals, and how often you should review your financial plan. Whether you're hiring an advisor or already have one, this episode provides the insights you need to ensure your financial future is on track.

Timestamps:
• 00:01 – Introduction: Why asking the right questions is crucial
• 02:04 – Qualifications: What to look for in a financial advisor
• 05:12 – Fiduciary duty: Ensuring your advisor puts your interests first
• 08:06 – Transparency in fees: How does your advisor get paid?
• 11:33 – Investment management: Who handles your portfolio and how?
• 14:21 – Importance of third-party custodians for security
• 17:23 – Setting benchmarks to measure your advisor’s performance
• 18:28 – Goal setting: Aligning financial planning with your life objectives
• 21:48 – Risk assessment: How advisors determine your comfort level with risk
• 23:25 – Review process: How often should you meet with your advisor?

If you have any questions or need personalized advice, we’re here to help. Schedule a complimentary consultation today!
👉 Call us at 614-760-0670
👉 Visit us online at SafeHarborOH.com
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