#151 [Replay] Top Ten Questions to Ask a Financial Advisor
#151 [Replay] Top Ten Questions to Ask a Financial Advisor
#151 [Replay] Top Ten Questions to Ask a Financial Advisor
In this joint episode, I'm joined by Ryan Koopmans, DVM as we break down the ten questions to ask a Financial Advisor, Financial Planner, or anyone helping you with financial decisions.
We try to provide some context and understanding as to the "why" behind these questions, as we often hear from your peers when they call.
We hope this helps you make the best decision when you decide to talk to someone.
Some other great resources are below:
10 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR - CFP Board
Tough Questions to ask your advisor - National Association of Personal Financial Advisors (NAPFA)
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Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.Join Podchaser to...
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