Questions to Ask Your Financial Advisor
Wise Money Show
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Listen. Learn. Prosper. The Wise Money Show™ is where individuals looking to build wise financial habits turn for advice. Our channel is all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now! Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations.
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Video Description
Not all financial planners and financial advisors are made equal. Depending on their process, convictions, and core beliefs, you could have a very different experience and achieve very different results depending on who you work with. We’re helping you find the right fit for you by sharing the best questions you need to ask a prospective financial planner on today’s episode. Season 5 Episode 46 Article: https://www.letsmakeaplan.org/blog/view/lets-make-a-plan-blogs/ten-questions-to-ask-your-cfp-professional Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Listen on Podcast: https://link.chtbl.com/WiseMoney Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Intro: (0:00) Segment 1: (0:18) Break 1: (9:38) Segment 2: (10:48) Break 2: (20:00) Segment 3: (20:37) Break 3: (29:52) Segment 4 (31:30) Outro: (44:26)
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