Episode Synopsis "What Traits Make a Good Advisor?"

Donna and Nathan discuss how experience and relatability weigh in to the decision of choosing a financial advisor, and non-retirement situations that prompt people to engage in financial planning. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/11/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation! See omnystudio.com/listener for privacy information.

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