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Don't Retire...Graduate Podcast


Mar 21, 2019

In this episode, Eric discusses when "doing it yourself" stops making sense and how to choose an advisor with his guest, Lena Nebel.

In this episode:

  • Who needs a financial advisor and why
  • Different types/specialties of financial planners
  • How to find a financial planner
  • Questions to ask when interviewing a financial advisor?
    • Does the advisor represent specific companies or products?
    • What gets done in-house as opposed to being outsourced?
    • How often would an advisor meet with you?
    • Who are the typical clients of the firm?
    • What are the costs of doing business?