5 Questions To Ask When Interviewing A Financial Advisor

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

A clear understanding of how to select the right financial advisor can simplify your journey toward financial success. We discuss five essential questions that are key to uncovering an advisor's capabilities and compatibility with your needs, ensuring that you are well-informed before making a decision.
• Importance of asking if the advisor is a CFP
• Assessing whether the advisor works with clients like you
• Understanding their tax planning role and approach
• Evaluating the advisor's commitment to accountability through holistic planning
• Clarifying how the advisor is compensated and structure of fees
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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Chapters

1. Introduction to Advisor Questions (00:00:00)

2. Question 1 (00:00:27)

3. Importance of Credentials: Do They Hold CFP? (00:03:01)

4. Question 2 (00:04:04)

5. Importance of Alignment: Can They Understand You? (00:05:03)

6. Question 3 (00:05:45)

7. Importance of Tax Planning (00:06:31)

8. Question 4 (00:08:37)

9. Importance of Holistic Planning (00:09:37)

10. Question 5 (00:10:59)

11. Importance of Understanding Your Advisor's Work (00:12:38)

12. Superhero Brokerage Account (00:16:25)

13. Root Advisor Highlight (00:19:29)

14. ROH Investment Philosophy (00:23:00)

15. Root Community (00:25:57)

16. Disclaimer (00:28:38)