• Ep 43: Financial Planning 101: How to Find a Great Cross-border Financial Planner.

  • Apr 30 2025
  • Duración: 37 m
  • Podcast

Ep 43: Financial Planning 101: How to Find a Great Cross-border Financial Planner.

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • How do you find a good financial planner?

    We share personal experiences and insights on the importance of cultural sensitivity, qualifications, fee structures, and effective communication in financial advising.

    These are the things you want your financial planner to have in addition to cross-border technical knowledge.

    We emphasize the importance of advisors understanding their clients' unique backgrounds and financial goals, as well as the fiduciary responsibilities they hold.

    This will help you find the best financial advisor for your specific situation.

    Key Takeaways on finding the right advisor for your cross-border needs
    • Look for cultural sensitivity
    • Look for advisors with CFP certification for quality assurance.
    • Understand the fee structure.
    • Ensure their communication will help you understand complex financial concepts.
    • Ensure they are a fiduciary - put your interests first.
    • Agree on how you define financial success and much more.

    Episode Links & Resources

    • Ep 37: How To Find The Right Tax Pro For Your Cross-border Needs
    • Ep 31" Five Important Financial Planning Questions For Foreign-Born Families
    • A Prospect's First Visit - Nightmare Os The Start Of Something Beautiful
    • Kitces: Navigating Challenges Investing For Nonimmigrant Visa Holders
    • Understanding The Role Of a Financial Advisor
    • Are you Tax-compliant With Your Overseas Assets? - Free Guide - Scroll to the bottom of the page.

    If you'd like to work with us on your finances or taxes, check out the process


    ------------------------------------------------------------------------------

    Be sure to join the conversation by visiting our page: The International Money Cafe

    Or by following us on social media:- LinkedIn; Instagram; Twitter (X); Facebook


    The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.
    Más Menos
Más Menos
adbl_web_global_use_to_activate_webcro805_stickypopup

Lo que los oyentes dicen sobre Ep 43: Financial Planning 101: How to Find a Great Cross-border Financial Planner.

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles