• Questions You Should Be Asking Your Financial Advisor

  • May 20 2024
  • Duración: 21 m
  • Podcast

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Questions You Should Be Asking Your Financial Advisor

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  • In this episode of the Ice Blue Money podcast, Greg and Danny discuss the questions that people should ask their financial advisors. They emphasize the importance of understanding the services offered by the advisor, including investment management, retirement planning, wealth management, and tax advice. They also highlight the need to clarify the fees associated with these services. The guys stress the importance of ongoing communication and availability to address any financial concerns or changes in the client's life.
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Economía Finanzas Personales
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