In this episode of the WISE podcast, we're talking to Carleton English, a financial journalist at Barron's, about how to choose a financial advisor. Carleton will discuss the different types of advisors available, the pros and cons of working with an advisor, and how to find the right advisor for your needs.
We'll cover the following topics:
Who should consider hiring an advisor?
The pros and cons of working with an advisor
The different types of financial advisors
How to find a trusted financial advisor
What questions to ask an advisor during an initial consultation
How much money do you need to work with an advisor?
What are the expectations for service on an ongoing basis?
How do fees work?
What if you're not happy with the service or performance?
How to avoid making mistakes in choosing an advisor
What options do you have if you decide not to hire an advisor?
Advice on getting education on investments
We'll also talk about Carleton's own career journey, from her early days as a financial journalist to her current role as a TV personality. Carleton will share her advice for those starting out in their careers, as well as those who are considering a career change.
So if you're thinking about hiring a financial advisor, or you're just curious about how the process works, this episode is for you. Tune in to learn more from Carleton English!
Learn more about WISE at www.wiseinvestors.org