Questions to Ask a Financial Advisor (Before Working With Them)

Marriage Kids and Money: Personal Finance for Families

Content provided by Andy Hill. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Hill or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

2M ago 53:40

MP3•Episode home

Considering working with a financial advisor? Here are 5 questions to ask a financial advisor before working with them. Getting answers to these questions will help you become informed and empowered on your investing journey.

Second, we’re back with our Net Worth Win segment. This month, we’re featuring Jackie Cummings Koski from the Catching Up To FI Podcast. Jackie has grown her net worth to $1.8 million by 54 years old. We’ll learn how she did it and what generational wealth means to her as a mother.

Last, my son Calvin will be reading the month's review and I’ll quiz him with some money questions. We're talking about Women's History Month, net worth, and visiting Cancun!

EPISODE RESOURCES:

Sponsors + Partners + Deals
FIRE for Dummies (book): https://amzn.to/41PHiS5 (affiliate)
Jackie Cummings Koski (podcast): https://catchinguptofi.com

MKM RESOURCES:

MKM Coaching: Want 1-on-1 support with your family finance journey? Book a time with me today.
Make My Kid a Millionaire Course: Want to build generational wealth and happiness for your kid? Learn more about my course!
Coast FIRE Calculator: A free calculator to help you find out when you can slow down or stop investing for retirement.
Mortgage Payoff Calculator: A free calculator to help you see how fast you can become mortgage free.
YouTube: Subscribe for free to watch videos of these episodes and interviews.

RECOMMENDED RESOURCES (SPONSORS AND AFFILIATES):

Monarch Money - Best Budget App for Families & Couples
Empower - Free Portfolio Tracker
Crew - HYSA Banking Built for Families - Get an Extra 0.5% APY with my partner link
Ethos - Affordable Term Life Insurance
Trust & Will - Convenient Estate Planning

GUEST BIO:

Jackie Cummings Koski is a financial educator, author, and F.I.R.E. advocate who achieved a $1M+ net worth despite earning under six figures. Raised in a modest household, she pursued financial literacy, earning a master's in Personal Financial Planning. As a single mother, she wrote Money Letters 2 My Daughter to teach financial principles. Now a CFP, AFC, and Certified Health Savings Advisor, she co-hosts the Catching Up to FI podcast and has been featured on CNBC, MarketWatch, and the Rachael Ray Show. Jackie is dedicated to empowering others through financial education.

HOW WE MAKE MONEY + DISCLAIMER:

This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products.
Opinions are the creators alone.
Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice.
Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com.

CREDITS:

Podcast Artwork: Liz Theresa
Editor: Johnny Sohl
Podcast Support: Nev Maraj

Learn more about your ad choices. Visit megaphone.fm/adchoices

615 episodes