ER Doc Advisor - Financial Planning & Taxes for Emergency Physicians

EP 09: The (Laser) Quest to Choose an Advisor

In this episode, Scott identifies four criteria to consider in the quest to hire the perfect financial advisor and what a centenarian, world-record-holding runner can teach us about how it’s never too late to get your finances organized and work with the right person.

If you’re at a place where you’re working to be more financially prudent and responsible, it’s important to think about how you’re going to set goals, make a plan, and execute that plan. Having the right financial advisor is key, and knowing how to find that right advisor is what we’re covering today. You will find out what you need to consider before hiring and advisor, the right questions to ask them, and what you should expect from them.

Topics Discussed:
  • Why it’s never too early or late to start working toward your financial goals.
  • The value of hiring a financial advisor.
  • What to consider when hiring a financial advisor.
  • The difference between investment advisors and investment brokers.
  • How to figure out who is going to give you advice that’s in your best interest.
  • The importance of a written investment plan.
  • What comprehensive financial planning includes and what to look for.

ResourcesMentioned:

Laser Quest shut down

Orville Rogers

FINRA

 

Tags

hiring an advisor,financial advisor, financial peace, Orville Rogers, organized finances

by 
Scott Wisniewski, EA