Money Rx - How to Choose Your Financial Advisor & Financial Firm
Update: 2025-02-13
Description
In this episode of MoneyRx, hosts Dave and Josh discuss the critical aspects of selecting a financial advisor. They emphasize the importance of choosing the right people to influence financial decisions, the fiduciary responsibility of advisors, and the need for trust and connection. The conversation covers the role of financial advisors in a broader financial team, key questions to ask potential advisors, and the essential qualities to look for in a financial partner. The episode concludes with a commitment to helping listeners achieve their financial goals and live life on their terms.
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