FINANCIAL ADVISOR: WHAT TO ASK! | Finding a financial advisor can be complicated and maybe even overwhelming. In this video Shanna will cover four questions that can help you find the right advisor for you!
#financialplanner #financialadvisor #districtcapitalmanagement
0:00 - Questions to ask a potential financial advisor
0:30 - Are they a fiduciary?
1:05 - How do they get paid?
3:16 - Educated? Credentialed? Experienced?
6:09 - Is it a good fit?
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***RECOMMENDED READING LIST***
The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) [ Ссылка ]
Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio)
[ Ссылка ]
A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) [ Ссылка ]
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● WHO AM I?
Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps professionals in their 30s and 40s to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind.
● DISCLAIMERS
This content is for education and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
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