Your Guide:

Whether ​you’re ​just ​starting ​out ​with ​a ​financial ​advisor ​or ​considering ​a ​change, it’s important to have some key questions in mind to help determine whether a particular advisor is a good fit for you and your finances. Today we’re going to give you ​five ​critical ​questions ​you ​need ​to ​ask ​to ​ensure ​you’re ​getting ​the ​best ​advice ​possible. From future income planning to estate planning, there are some key elements in a financial plan that need to be tailored to your goals and needs. Join Scott as he breaks down his 5 critical questions to ask your financial advisor. Remember, these five questions are just the starting point. By asking them, you’ll be better prepared to evaluate potential advisors and ensure that your financial future is in good hands.   Here’s what we cover in this episode: 0:00 – Intro 1:41 – Reviewing your financial situation 3:55 – Proactively managing tax returns 6:28 – Future income planning 10:50 – Risk tolerance 14:32 – Estate planning   Watch the show on YouTube: https://bit.ly/3RiT7Ky